Plan Snapshot
- Plan Sponsor: Enbridge Employee Services, INC.
- Sponsor EIN: 760697621
- Sponsor Address: 915 N. ELDRIDGE PARKWAY, HOUSTON, TX, 77079
- Plan Type: DB
- Plan Number: 004
- Total Participants: 973
- Total Assets: $471.2M
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 | 973 | $471.2M | $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 |
|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, L.P. | Other Service Provider | $83,000 | — | $83,000 |
| BLACKROCK INSTITUTIONSL TRUST COMP | Other Service Provider | $76,000 | — | $76,000 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $74,000 | — | $74,000 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $52,000 | — | $52,000 |
| HILLSDALE INVESTMENT MANAGEMENT INC | Other Service Provider | $33,000 | — | $33,000 |
| MCCONNELL & JONES LLP | Auditor | $32,000 | — | $32,000 |
| CAMBRIDGE ASSOCIATES | Other Service Provider | $26,000 | — | $26,000 |
| MERCER US INC | Investment Advisor | $24,000 | — | $24,000 |
| CONNOR, CLARK & LUNN INVESTMENT | Other Service Provider | $13,000 | — | $13,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
- MCCONNELL & JONES LLP — Auditor
- MERCER US INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $413,000
- Estimated Expense Ratio: 0.088% 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 | $518,000 | $275,000 | — | $32,000 | — |