# Aon Investments Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/aon-investments-usa-inc-873885623-001

> Aon Investments Usa, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

- [CALFEE, HALTER & GRISWOLD LLP](https://planprovider.pro/provider/calfee-halter-and-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|

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