Back to filter
Original filing (PDF)20250915133814NAL0001157425001
AECOM
Form 5500
FILING_RECEIVED
AECOM PENSION PLAN
Defined-benefit pension plan
Signals · 4
Late filing · 1.0 mo~97 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
122
Accounts w/ balance
—
Plan assets (EOY)
$102.3M
Net assets (EOY)
$100.7M
How this plan invests
This plan
13 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
96
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
- 97 bps in Schedule C fees — 870% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AECOM.
Plan sponsor
Name
AECOM
EIN
61-1088522
Address
13355 NOEL ROAD · SUITE 400 · DALLAS, TX · 752406825
Phone
(972) 788-1000
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-09-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC | 26-1429809 | — | INVESTMENT CONSULTANT | $139K | — |
| ANGELES INVESTMENT ADVISORS, LLC | 95-4839031 | — | INVESTMENT CONSULTANT | $123K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| U.S. BANK | 31-0841368 | — | TRUSTEE | $69K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $338K | — |
| MERCER | 13-2834414 | — | NONE | $212K | — |
| WINSTON & STRAWN LLP | 36-1975990 | — | NONE | $82K | — |
| EIDE BAILLY | 45-0250958 | — | NONE | $18K | — |
| CAPITAL GROUP | 95-4154361 | — | NONE | $10K | — |
Investments
13 pooled funds· $88.3M(86% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| 3-10 YEAR US TREASURY INDEX NL FUND NEPC DISCRETIONARY SERVICES · EIN 04-0025081 / PN 477 | Common Collective Trust | $19.9M | 19.4% |
| WTC CIF II US INV GRADE INTERMED CO WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 206 | Common Collective Trust | $18.0M | 17.6% |
| IR+M LONG CORP COLLECTIVE FD CLASS GLOBAL TRUST COMPANY · EIN 37-6567224 / PN 006 | Common Collective Trust | $17.9M | 17.5% |
| SSGA LONG US TREASURY INDEX NL FUND NEPC DISCRETIONARY SERVICES · EIN 04-0025081 / PN 479 | Common Collective Trust | $9.7M | 9.5% |
| NEPC GLOBAL EQUITY CIT -CLASS A GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 001 | Common Collective Trust | $5.5M | 5.4% |
| SSGA S&P 500 FLAGSHIP NL FUND NEPC DISCRETIONARY SERVICES · EIN 04-0025081 / PN 004 | Common Collective Trust | $5.1M | 5.0% |
| FTSE RAFI US 1000 INDEX NL CTF NEPC DISCRETIONARY SERVICES · EIN 06-6556853 / PN 001 | Common Collective Trust | $3.3M | 3.2% |
| NEPC EMERGING MKTS CIT CLASS A GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 004 | Common Collective Trust | $2.9M | 2.8% |
| MSCI EAFE 100HEDGED USD INDEX NL FD NEPC DISCRETIONARY SERVICES · EIN 90-0337987 / PN 455 | Common Collective Trust | $2.8M | 2.7% |
| NEPC US SMALL CAP EQTY CIT -CLASS A GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 003 | Common Collective Trust | $2.1M | 2.1% |
| SSGA MSCI EAFE INDEX NL FUND NEPC DISCRETIONARY SERVICES · EIN 04-0025081 / PN 241 | Common Collective Trust | $1.0M | 1.0% |
| VANGUARD EMPLOYEE BENEFIT INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-3080210 / PN 001 | Common Collective Trust | $0 | <0.1% |
| CAPITAL GROUP LD CREDIT TRUST CAPITAL BANK AND TRUST · EIN 95-6597294 / PN 293 | Common Collective Trust | $0 | <0.1% |