Plan Snapshot
- Plan Sponsor: Aon Investments Usa, INC.
- Sponsor EIN: 873885623
- Sponsor Address: 200 EAST RANDOLPH STREET, SUITE 700, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $383.0M
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 | 0 | $383.0M | $0 | $0 |
| 2023 | 0 | $233.2M | $0 | $0 |
| 2022 | 0 | $177.1M | $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 | Other Service Provider | $87,466 | — | $87,466 |
| ERNST & YOUNG LLP | Auditor | $40,650 | — | $40,650 |
| CALFEE, HALTER & GRISWOLD LLP | ERISA Attorney | $18,000 | — | $18,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
- CALFEE, HALTER & GRISWOLD LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,116
- Estimated Expense Ratio: 0.038% 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 | $226,769 | — | — | $40,650 | — |
| 2023 | $167,486 | — | — | $103,750 | — |
| 2022 | $108,007 | — | — | — | $102,143 |