Plan Snapshot
- Plan Sponsor: The Aes Corporation
- Sponsor EIN: 541163725
- Sponsor Address: ONE MONUMENT CIRCLE, INDIANAPOLIS, IN, 462061595
- Plan Type: DB
- Total Participants: 0
- Total Assets: $24.3M
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 | $24.3M | $400,000 | $0 |
| 2023 | 0 | $25.9M | $870,000 | $0 |
| 2022 | 0 | $25.4M | $8,331 | $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 |
|---|---|---|---|---|
| MERCER | NONE | $45,819 | — | $45,819 |
| MERCER INVESTMENTS LLC | FIDUCIARY | $39,521 | — | $39,521 |
| THE NORTHERN TRUST COMPANY | NONE | $24,982 | — | $24,982 |
| FREED MAXICK P.C. | NONE | $15,250 | — | $15,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,572
- Estimated Expense Ratio: 0.516% 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 | $321,792 | $41,324 | — | $15,500 | — |
| 2023 | $317,402 | $42,455 | — | $15,250 | — |
| 2022 | $296,810 | $49,158 | $24,195 | — | $59,154 |