Plan Snapshot
- Plan Sponsor: Aon Investments Usa, INC.
- Sponsor EIN: 981419542
- Sponsor Address: 200 EAST RANDOLPH STREET, SUITE 700, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $832.7M
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 | $832.7M | $0 | $0 |
| 2023 | 0 | $722.3M | $0 | $0 |
| 2022 | 0 | $604.1M | $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 | $422,524 | — | $422,524 |
| ERNST & YOUNG LLP | Auditor | $57,650 | — | $57,650 |
| MAPLESFS-DIRECTORS | Other Service Provider | $21,131 | — | $21,131 |
| MAPLES AND CALDER | Other Service Provider | $18,952 | — | $18,952 |
| SCHULTE ROTH & ZABEL LLP | ERISA Attorney | $15,756 | — | $15,756 |
| ED BROKING LLP-D&O INS | Other Service Provider | $7,531 | — | $7,531 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
- SCHULTE ROTH & ZABEL LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $543,544
- Estimated Expense Ratio: 0.065% 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 | $483,968 | — | — | $57,650 | — |
| 2023 | $469,357 | — | — | $112,129 | — |
| 2022 | $405,836 | — | — | — | $84,913 |