Plan Snapshot
- Plan Sponsor: The Aes Corporation
- Sponsor EIN: 541163725
- Sponsor Address: 4300 WILSON BLVD, 11TH FLOOR, ARLINGTON, VA, 22203
- Plan Type: 401(k)
- Plan Number: 006
- Total Participants: 3,838
- Total Assets: $854.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 3,838 | $854.6M | $0 | $0 |
| 2024 | 2,968 | $728.2M | $39.4M | $35.0M |
| 2023 | 2,613 | $627.2M | $31.4M | $29.3M |
| 2022 | 2,197 | $524.1M | $24.9M | $22.8M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | Other Service Provider | $226,464 | — | $226,464 |
| MERCER | Other Service Provider | $101,771 | — | $101,771 |
| MORGAN, LEWIS & BOCKIUS LLP | Other Service Provider | $23,533 | — | $23,533 |
| CAPITAL CITIES, LLC | Other Service Provider | $11,250 | — | $11,250 |
| CHARLES SCHWAB & CO., INC. | Other Service Provider | $5,840 | — | $5,840 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $368,858
- Estimated Expense Ratio: 0.043% 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 |
|---|---|---|---|---|---|
| 2025 | $90,477,226 | $11,250 | — | — | — |
| 2024 | $249,906 | $47,399 | — | — | — |
| 2023 | $230,382 | $33,750 | — | — | — |
| 2022 | $234,194 | $45,600 | — | — | — |