Plan Snapshot
- Plan Sponsor: Berkshire Hathaway Energy Company
- Sponsor EIN: 847120645
- Sponsor Address: P.O. BOX 657, DES MOINES, IA, 503060657
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 0
- Total Assets: $25.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $25.0M | $0 | $0 |
| 2023 | 0 | $23.5M | $0 | $0 |
| 2022 | 0 | $29.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | Other Service Provider | $129,000 | — | $129,000 |
| AON INVESTMENTS USA INC. | Other Service Provider | $113,397 | — | $113,397 |
| MOSS ADAMS LLP | Other Service Provider | $37,323 | — | $37,323 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $279,720
- Estimated Expense Ratio: 1.118% 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 | $279,720 | $113,397 | — | $37,323 | — |
| 2023 | $267,114 | $119,368 | — | $38,321 | — |
| 2022 | $170,392 | — | — | — | $66,658 |