Plan Snapshot
- Plan Sponsor: Towers Watson Investment Services, INC.
- Sponsor EIN: 981773982
- Sponsor Address: 233 S. WACKER DR. SUITE 1800, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $898.6M
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 | $898.6M | $0 | $0 |
| 2023 | 0 | $558.1M | $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 HEDGE FUND SERVICES | Other Service Provider | $352,498 | — | $352,498 |
| WTW US LLC | Other Service Provider | $151,403 | — | $151,403 |
| MOURANT GVERNANCE SVCS (CAYMAN) LTD | Other Service Provider | $38,450 | — | $38,450 |
| PROSKAUER ROSE LLP | ERISA Attorney | $38,121 | — | $38,121 |
| DELOITTE & TOUCHE LLP | Auditor | $26,300 | — | $26,300 |
| MOURANT OZANNES (CAYMAN) LLP | Other Service Provider | $20,598 | — | $20,598 |
| INTERNATIONAL MANAGEMENT SERVICES | Other Service Provider | $18,450 | — | $18,450 |
| GROOM LAW GROUP | ERISA Attorney | $8,190 | — | $8,190 |
| GRANT THORNTON LLP | Auditor | $6,218 | — | $6,218 |
| DELOITTE TAX LLP | Other Service Provider | $5,400 | — | $5,400 |
| OPUS NEBULA | Other Service Provider | $5,077 | — | $5,077 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROSKAUER ROSE LLP — ERISA Attorney
- DELOITTE & TOUCHE LLP — Auditor
- GROOM LAW GROUP — ERISA Attorney
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $670,705
- Estimated Expense Ratio: 0.075% 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 | $664,791 | — | — | $26,300 | — |
| 2023 | $456,360 | — | — | $26,300 | — |