# American Water Resources LLC, Dba Oncourse Home Solutions 401(k) Plan
Source: https://planprovider.pro/companies/american-water-resources-llc-401k-plan

> American Water Resources LLC, Dba Oncourse Home Solutions's 401(k) plan: 624 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Water Resources LLC, Dba Oncourse Home Solutions

- **Sponsor EIN:** 540912221

- **Sponsor Address:** 1415 W DIEHL RD., SUITE 270, NAPERVILLE, IL, 60563

- **Plan Type:** 401(k)

- **Total Participants:** 624

- **Total Assets:** $40.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|624|$40.2M|$4.5M|$4.0M|

| 2023|391|$30.2M|$3.8M|$2.8M|

| 2022|525|$21.6M|$3.1M|$1.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$117,811|—|$117,811|

| EDELMAN FINANCIAL HOLDINGS III|INVESTMENT ADVISOR|$56,978|—|$56,978|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$12,938|—|$12,938|

| TYCOR BENEFIT ADMINISTRATORS, INC.|CONTRACT ADMIN|$7,242|—|$7,242|

| WORLD INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$6,825|—|$6,825|

| WARADY & DAVIS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WARADY & DAVIS LLP](https://planprovider.pro/provider/warady-and-davis-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $201,794

- **Estimated Expense Ratio:** 0.502% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$128,323|$128,323|—|—|—|

| 2023|$104,442|$104,442|—|—|—|

| 2022|$41,920|—|$41,920|—|—|

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