Plan Snapshot
- Plan Sponsor: Aecom
- Sponsor EIN: 471336341
- Sponsor Address: 13355 NOEL ROAD, DALLAS, TX, 752406825
- Plan Type: DB
- Total Participants: 119
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 119 | $8.5M | $499,000 | $0 |
| 2023 | 124 | $8.8M | $355,000 | $0 |
| 2022 | 133 | $8.2M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MERCER | NONE | $194,056 | — | $194,056 |
| WINSTON & STRAWN LLP | NONE | $51,975 | — | $51,975 |
| EIDE BAILLY | NONE | $17,535 | — | $17,535 |
| NEPC | INVESTMENT CONSULTING | $16,631 | — | $16,631 |
| U.S. BANK | TRUSTEE | $10,423 | — | $10,423 |
| ANGELES INVESTMENT ADVISORS, LLC | NONE | $7,228 | — | $7,228 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINSTON & STRAWN LLP — NONE
- EIDE BAILLY — NONE
- NEPC — INVESTMENT CONSULTING
- U.S. BANK — TRUSTEE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $297,848
- Estimated Expense Ratio: 3.505% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $379,253 | $26,153 | $95,454 | $17,535 | — |
| 2023 | $387,805 | $16,059 | $95,004 | $15,900 | — |
| 2022 | $383,445 | $17,013 | — | — | $230,432 |