Plan Snapshot
- Plan Sponsor: Aon Investments Usa, INC.
- Sponsor EIN: 981554296
- Sponsor Address: 200 EAST RANDOLPH STREET, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $309.9M
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 | $309.9M | $0 | $0 |
| 2023 | 0 | $345.5M | $0 | $0 |
| 2022 | 0 | $330.5M | $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 |
|---|---|---|---|---|
| NORTHERN TRUST | Other Service Provider | $186,527 | — | $186,527 |
| ERNST AND YOUNG LLP | Auditor | $48,150 | — | $48,150 |
| MAPLES AND CALDER | Other Service Provider | $35,298 | — | $35,298 |
| AON INVESTMENTS USA INC. | Other Service Provider | $27,161 | — | $27,161 |
| 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 AND YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $304,667
- Estimated Expense Ratio: 0.098% 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 | $303,457 | $42,577 | — | $48,150 | — |
| 2023 | $286,180 | $33,219 | — | $64,492 | — |
| 2022 | $303,619 | $30,332 | — | — | $88,704 |