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: 029
- Total Participants: 0
- Total Assets: $105.6M
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 | $105.6M | $0 | $0 |
| 2023 | 0 | $102.3M | $0 | $0 |
| 2022 | 0 | $95.2M | $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 |
|---|---|---|---|---|
| COLUMBIA MANAGEMENT INVESTMENT | Other Service Provider | $196,219 | — | $196,219 |
| MORGAN STANLEY & CO. LLC | Investment Advisor | $10,644 | — | $10,644 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY & CO. LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $206,863
- Estimated Expense Ratio: 0.196% 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 | $206,863 | $206,863 | — | — | — |
| 2023 | $199,596 | $187,033 | — | — | — |
| 2022 | $204,222 | $191,087 | — | — | — |