Plan Snapshot
- Plan Sponsor: Edp Renewables North America LLC
- Sponsor EIN: 260860404
- Sponsor Address: 1501 MCKINNEY STREET, HOUSTON, TX, 77010
- Plan Type: 401(k)
- Total Participants: 1,054
- Total Assets: $139.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 1,054 | $139.8M | $7.7M | $11.5M |
| 2022 | 1,012 | $108.0M | $7.1M | $10.8M |
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 |
|---|---|---|---|---|
| PANNELL KERR FORSTER OF TEXAS, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2023 | $158,730 | $60,973 | $1,800 | — | — |
| 2022 | $145,680 | $63,384 | — | — | — |