Plan Snapshot
- Plan Sponsor: Aon Corporation
- Sponsor EIN: 363051915
- Sponsor Address: MSC# 17755, ATLANTA, GA, 30355
- Plan Type: DB
- Total Participants: 1,477
- Total Assets: $1.5B
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 | 1,477 | $1.5B | $18.3M | $0 |
| 2023 | 1,646 | $1.6B | $5.4M | $0 |
| 2022 | 1,806 | $1.5B | $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 |
|---|---|---|---|---|
| NORTHERN TRUST COMPANY | NONE | $590,564 | — | $590,564 |
| LEGAL & GENERAL INVESTMENT | NONE | $383,700 | — | $383,700 |
| DODGE & COX | NONE | $313,731 | — | $313,731 |
| PACIFIC INVESTMENT MGT COMPANY | NONE | $229,550 | — | $229,550 |
| ERNST & YOUNG US LLP | NONE | $221,887 | — | $221,887 |
| AON CONSULTING | NONE | $45,813 | — | $45,813 |
| STATE STREET RESEARCH & MGT CO | NONE | $6,833 | — | $6,833 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG US LLP — NONE
- AON CONSULTING — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,792,078
- Estimated Expense Ratio: 0.122% 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 | $12,698,227 | $933,814 | — | $221,887 | — |
| 2023 | $13,540,356 | $884,881 | — | $112,800 | — |
| 2022 | $13,412,838 | $1,715,272 | $9,463 | — | $651,136 |