Plan Snapshot
- Plan Sponsor: Willis Towers Watson Us LLC
- Sponsor EIN: 530181291
- Sponsor Address: 800 NORTH GLEBE ROAD, ARLINGTON, VA, 22203
- Plan Type: DB
- Total Participants: 10,188
- Total Assets: $2.8B
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 | 10,188 | $2.8B | $0 | $25.4M |
| 2023 | 10,677 | $3.1B | $0 | $17.9M |
| 2022 | 10,621 | $3.1B | $246,920 | $15.9M |
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 |
|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO. | NONE | $496,261 | — | $496,261 |
| NORTHERN TRUST | TRUSTEE | $403,212 | — | $403,212 |
| PARAMETRIC | NONE | $262,360 | — | $262,360 |
| DELOITTE AND TOUCHE LLP | NONE | $69,675 | — | $69,675 |
| GOLDMAN SACHS ASSET MANAGEMENT | NONE | $5,969 | — | $5,969 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE AND TOUCHE LLP — NONE
- GOLDMAN SACHS ASSET MANAGEMENT — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,237,477
- Estimated Expense Ratio: 0.044% 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 | $8,623,501 | $764,774 | — | $69,675 | — |
| 2023 | $5,621,959 | $547,470 | — | $69,625 | — |
| 2022 | $3,632,041 | $486,219 | — | — | $65,001 |