Willis Towers Watson Us LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

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)
  • Plan Number: 007
  • Total Participants: 0
  • Total Assets: $4.4B

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$4.4B$0$0
20230$4.1B$0$0
20220$3.6B$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
THE NORTHERN TRUST COMPANYCustodian / Trustee$252,931—$252,931
SPYGLASS CAPITAL MGMT LLCOther Service Provider$115,117—$115,117
SNYDER CAPITAL MANAGEMENT LPOther Service Provider$107,788—$107,788
SUSTAINABLE GROWTH ADVISERS LPOther Service Provider$105,181—$105,181
SANDERS CAPITALOther Service Provider$102,551—$102,551
DELOITTE & TOUCHE LLPAuditor$80,867—$80,867
LAZARD ASSET MANAGEMENT LLCOther Service Provider$54,078—$54,078
STATE STREET GLOBAL ADVISORS TRUSTOther Service Provider$5,062—$5,062

Verified Provider Profiles

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Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $823,575
  • Estimated Expense Ratio: 0.019% 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$815,489$489,777—$80,867—
2023$713,481$414,290—$60,160—
2022$637,186$349,069——$80,522

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