Rick Jones signed AON Consulting, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AON Consulting, Inc.'s EIN is 22-2232264.
Download the official 2024 Form 5500 (PDF) for AON Consulting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AON Consulting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $3.6M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | INVESTMENT ADVISORY |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE STREET TARGET RETIREMENT 2035 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $384.1M | 12.2% | |
| STATE STREET TARGET RETIREMENT 2030 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $367.5M | 11.7% | |
| STATE STREET TARGET RETIREMENT 2040 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $324.6M | 10.3% | |
| STATE STREET TARGET RETIREMENT 2045 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $278.9M | 8.9% | |
| STATE STREET TARGET RETIREMENT 2025 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $253.4M | 8.1% | |
| STATE STREET S&P 500 INDX SL SF CL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $239.6M | 7.6% | |
| STATE STREET TARGET RETIREMENT 2050 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $226.3M | 7.2% | |
| AON LARGE CAP EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 002 | Common Collective Trust | — | — | $166.4M | 5.3% | |
| STATE STREET TARGET RETIREMENT 2055 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $161.3M | 5.1% | |
| STATE STREET TARGET RETIREMENT 2020 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $95.1M | 3.0% | |
| STATE STREET TARGET RETIREMENT 2060 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $75.5M | 2.4% | |
| STATE STREET GLOBAL ALL CAP EQUITY STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $65.4M | 2.1% | |
| Self-Directed Brokerage Account Charles Schwab & Co. Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $63.8M | 2.0% | |
| STATE STREET TARGET RETIREMENT INCO STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $57.3M | 1.8% | |
| STATE STREET US BOND INDEX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $56.3M | 1.8% | |
| INVESCO STABLE VALUE FUND INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $52.3M | 1.7% | |
| STATE STREET RUSSELL SMALL MID CAP STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 077 | Common Collective Trust | — | — | $51.0M | 1.6% | |
| AON SMALL & MID CAP EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 003 | Common Collective Trust | — | — | $49.3M | 1.6% | |
| Participant Loans Interest rates from 3.25% - 10.50% with maturity to May 2048 | Bonds / Notes | — | — | $39.3M | 1.3% | |
| AON NON-US EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 005 | Common Collective Trust | — | — | $28.3M | 0.9% | |
| STATE STREET TARGET RETIREMENT 2065 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $28.3M | 0.9% | |
| AON CORE PLUS BOND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 008 | Common Collective Trust | — | — | $25.2M | 0.8% | |
| Prudential Retirement Insurance and Annuity Company Prudential Guaranteed Income Fund | Common Stocks | — | — | $7.9M | 0.3% | |
| New York Life Insurance Company New York Life Insurance Anchor Account | Common Stocks | — | — | $4.9M | 0.2% | |
| FEDERATED HERMES CAPITAL APPRECIATI FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.5M | <0.1% | |
| GALLIARD STABLE VALUE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.2M | <0.1% | |
| Standard Insurance Company Stable Asset Fund X | Common Stocks | — | — | $993K | <0.1% | |
| Talcott Resolution Life Insurance Company Talcott Resolution General Account | Common Stocks | — | — | $924K | <0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $825K | <0.1% | |
| Principal Life Insurance Company Principal Fixed Income Guarantee Option | Common Stocks | — | — | $739K | <0.1% | |
| Lincoln National Life Insurance Company Lincoln Fixed Account | Guaranteed Income / GIC | — | — | $547K | <0.1% | |
| JOHN HANCOCK STABLE VALUE FUND COLL GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $502K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | Common Stocks | — | — | $187K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | Common Stocks | — | — | $165K | <0.1% | |
| STATE STREET US TOTAL MARKET INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 036 | Common Collective Trust | — | — | $0 | <0.1% | |
| GOLDMAN SACHS STABLE VALUE COLLECTI GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD MANAGED INCOME FUND D SEI TRUST COMPANY · EIN 52-2250949 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD · EIN 38-7041744 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $470K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 94-1737782 | — | BROKERAGE SERVICE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | POOLED PLAN PROVIDER | $3.4M | — |
| CAPTRUST | 26-0058143 | — | ADMINISTRATOR | $19K | — |
| MERCER US | 30-0282430 | — | ADMINISTRATOR | $7K | — |
| MALONEY & NOVOTNY LLC | 34-0677006 | — | ADMINISTRATOR | $6K | — |
