Aon Pooled Employer Plan
Sponsored by Aon Consulting, Inc. · EIN 222232264 · Plan #001
- Total assets
- $3.1B
- Net assets
- $3.1B
- Active participants
- 74,793
- With balances
- 51,344
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Institutional Plan Services | Recordkeeping, Participant loan processing, Other services | $3,601,877 |
| Aon Consulting | Plan administrator, Investment management, Named fiduciary | $3,439,987 |
| Voya Retirement Advisors, Llc | Investment advisory (participants), Direct payment from the plan | $469,572 |
| Captrust | Direct payment from the plan, Account maintenance fees | $19,165 |
| Mercer Us | Direct payment from the plan, Consulting fees | $7,434 |
| Maloney & Novotny Llc | Direct payment from the plan, Account maintenance fees | $5,800 |
| Charles Schwab | Securities brokerage, Direct payment from the plan | $4,514 |