Plan Snapshot
- Plan Sponsor: Willis Towers Watson Us LLC
- Sponsor EIN: 530181291
- Sponsor Address: 800 NORTH GLEBE ROAD, ARLINGTON, VA, 22203
- Plan Type: 401(k)
- Total Participants: 15,893
- Total Assets: $4.5B
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. |
|---|---|---|---|---|
| 2024 | 15,893 | $4.5B | $62.3M | $144.6M |
| 2023 | 16,510 | $4.1B | $47.3M | $146.4M |
| 2022 | 16,804 | $3.6B | $51.8M | $139.8M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | RECORDKEEPER | $1,115,564 | — | $1,115,564 |
| EMPOWER ANNUITY INSURANCE COMPANY | INVESTMENT MANAGER | $873,728 | — | $873,728 |
| DELOITTE & TOUCHE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,989,292
- Estimated Expense Ratio: 0.045% 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 | $1,989,292 | $1,115,564 | — | — | — |
| 2023 | $1,857,102 | $963,708 | — | — | — |
| 2022 | $1,808,465 | $857,545 | — | — | — |