Plan Snapshot
- Plan Sponsor: Aon Investments Usa, INC.
- Sponsor EIN: 981090818
- Sponsor Address: 200 EAST RANDOLPH STREET, SUITE 700, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $162.9M
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 | $162.9M | $0 | $0 |
| 2023 | 0 | $171.6M | $0 | $0 |
| 2022 | 0 | $229.5M | $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 |
|---|---|---|---|---|
| BANK OF NEW YORK MELLON | Other Service Provider | $135,333 | — | $135,333 |
| MAPLES AND CALDER | Other Service Provider | $78,110 | — | $78,110 |
| ERNST & YOUNG LLP | Auditor | $54,650 | — | $54,650 |
| WINSTON & STRAWN LLP | ERISA Attorney | $9,420 | — | $9,420 |
| ED BROKING LLP-D&O INS | Other Service Provider | $8,923 | — | $8,923 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
- WINSTON & STRAWN LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $286,436
- Estimated Expense Ratio: 0.176% 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 | $246,929 | — | — | $54,650 | — |
| 2023 | $248,894 | — | — | $70,150 | — |
| 2022 | $338,233 | — | — | — | $69,100 |