Filings through .
Filed November 1, 2024 (most recent of 2 filings on file)
Total covered: 41 employees
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $458,973 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 98-1090818 | Investment Management | $145,190 |
US BANK1 year Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $15,000 |
4 funds of $250K or more; 5 lines in all, holding $19.3M of the plan's $22.0M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ahcit Intermediate Credit Fund Manager not matched · Mutual fund | $10.6M | 55.0% |
| Aon US Intermediate Govt BD Index FU Aon · Mutual fund Index | $6.5M | 33.6% |
| Aon Large Cap Equity Index Fund Aon · Mutual fund Index | $1.2M | 6.4% |
| Aon Non Equity Index Fund Aon · Mutual fund Index | $738K | 3.8% |
| Aon Small Cap Equity Index Aon · Mutual fund Index | $215K | 1.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Andrew Weis Aon Consulting, Inc Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.