# Avison Young (Usa) INC. 401(k) Plan
Source: https://planprovider.pro/companies/avison-young-usa-inc-401k-plan

> Avison Young (Usa) INC.'s 401(k) plan: 1,401 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Avison Young (Usa) INC.

- **Sponsor EIN:** 264204707

- **Sponsor Address:** 1 SOUTH WACKER, CHICAGO, IL, 60606

- **Plan Type:** 401(k)

- **Total Participants:** 1,401

- **Total Assets:** $136.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,401|$136.7M|$4.5M|$11.2M|

| 2023|1,490|$116.8M|$4.6M|$11.2M|

| 2022|1,501|$91.9M|$4.3M|$10.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$146,163|—|$146,163|

| CREATIVE PLANNING LLC|ADVISOR|$52,500|—|$52,500|

| MESIROW FINANCIAL INC|ADVISOR|$17,500|—|$17,500|

| BENEFIT AUDIT GROUP, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MESIROW FINANCIAL INC](https://planprovider.pro/provider/mesirow-financial-investment-management-inc) — ADVISOR

- [BENEFIT AUDIT GROUP, LLC](https://planprovider.pro/provider/benefit-audit-group-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $216,163

- **Estimated Expense Ratio:** 0.158% 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|$216,163|$70,000|$300|—|—|

| 2023|$190,891|$70,000|—|—|—|

| 2022|$188,885|—|—|—|—|

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