# Edp Renewables North America LLC 401(k) Plan
Source: https://planprovider.pro/companies/edp-renewables-north-america-llc-401k-plan

> Edp Renewables North America LLC's 401(k) plan: 1,054 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$164,038|—|$164,038|

| STRATEGIC ADVISORS, INC.|ADVISOR|$121,946|—|$121,946|

| PANNELL KERR FORSTER OF TEXAS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $285,984

- **Estimated Expense Ratio:** 0.205% 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|

| 2023|$158,730|$60,973|$1,800|—|—|

| 2022|$145,680|$63,384|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/edp-renewables-north-america-llc-401k-plan)

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