# Towers Watson Investment Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/towers-watson-investment-services-inc-981773982-001

> Towers Watson Investment Services, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/proskauer-rose-llp) — ERISA Attorney

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

- [GROOM LAW GROUP](https://planprovider.pro/provider/groom-law-group) — ERISA Attorney

- [GRANT THORNTON LLP](https://planprovider.pro/provider/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|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/towers-watson-investment-services-inc-981773982-001)

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