Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 8 in 2023
Providers › Aon Investments USA Inc
Aon Investments USA Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,197,699
Assets of those plans
$16,764,631,899
0.22% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,197,699
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 9 |
| 99 | Other fees | 3 |
| 13 | Contract administrator | 1 |
| 28 | Investment management | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
| 70 | Consulting fees | 1 |
Largest plans served
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|---|---|---|---|---|
| Schneider Electric 401(k) Plan | Schneider Electric Holdings | $5,064,434,580 | 29,031 | $102,271 |
| IU Health 401(k) Savings Plan | Indiana University Health | $4,481,656,061 | 50,764 | $126,281 |
| Western Digital Corporation 401(k) Plan | Western Digital | $2,476,282,302 | 10,063 | $78,703 |
| Steelcase Inc. Retirement Plan | Steelcase | $1,496,388,497 | 5,640 | $100,402 |
| Fujifilm Long Term Savings Plan | Fujifilm North America | $1,457,661,920 | 7,595 | $139,152 |
| Blue Cross and Blue Shield of AL 401(k) Plan Salary Deferral Plan | Blue Cross Blue Shield of Alabama | $880,390,590 | 5,157 | $134,162 |
| H.B. Fuller Company 401(k) & Retirement Plan | Fuller H B | $529,340,428 | 3,719 | $80,000 |
| NFI Group 401(k) Plan | New Flyer Holdings | $139,960,842 | 1,765 | $198,514 |
| International-matex Tank Terminals Retirement Investment Plan | International-matex Tank Terminals | $96,195,005 | 811 | $87,088 |
| Bakemark USA LLC 401(k) Plan | Bakemark USA | $66,578,053 | 1,364 | $95,568 |
| NFI Group - Participating Union 401(k) Plan | New Flyer Holdings | $34,479,146 | 1,717 | $36,996 |
| The 401(k) Retirement Plan | Ny-presbyterian Med GRP Brooklyn | $27,064,504 | 362 | $1,350 |
| NFI Group 401(k) Plan - MCI Pembina Union Plan | New Flyer Holdings | $14,199,971 | 109 | $17,212 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.