# Essential Utilities, INC. DB Plan
Source: https://planprovider.pro/companies/essential-utilities-inc-plan-001

> Essential Utilities, INC.'s DB plan: 468 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Essential Utilities, INC.

- **Sponsor EIN:** 231702594

- **Sponsor Address:** 762 WEST LANCASTER AVENUE, BRYN MAWR, PA, 190103489

- **Plan Type:** DB

- **Total Participants:** 468

- **Total Assets:** $299.4M

## 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|468|$299.4M|$3.9M|$0|

| 2023|508|$321.6M|$9.4M|$0|

| 2022|579|$352.8M|$20.3M|$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|

| WILLIS TOWERS WATSON US LLC|RECORDKEEPER|$1,307,771|—|$1,307,771|

| THE BANK OF NEW YORK MELLON|NONE|$305,107|—|$305,107|

| SCHNEIDER DOWNS & CO., INC.|Auditor|$52,575|—|$52,575|

| SCHNEIDER DOWNS & CO. INC.|NONE|$52,575|—|$52,575|

| STATE STREET GLBAL ADVISR TRUST CO|NONE|$21,585|—|$21,585|

| BLACKROCK INSTITUTIONAL TRUST CO.|NONE|$12,016|—|$12,016|

| LGIMA|NONE|$7,995|—|$7,995|

| GOLDMAN SACHS ASSETS MANAGEMENT L.P|NONE|$7,572|—|$7,572|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — RECORDKEEPER

- [SCHNEIDER DOWNS & CO., INC.](https://planprovider.pro/provider/schneider-downs-and-co-inc) — Auditor

- [GOLDMAN SACHS ASSETS MANAGEMENT L.P](https://planprovider.pro/provider/goldman-sachs) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,767,196

- **Estimated Expense Ratio:** 0.590% 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|$1,812,431|$439,438|—|$52,575|—|

| 2023|$1,229,734|$76,736|$895,416|$679|—|

| 2022|$1,713,157|$1,140,747|—|—|$344,961|

## Similar Plans

- [Essential Utilities, INC.](https://planprovider.pro/companies/essential-utilities-inc-plan-005) — 3,448 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/essential-utilities-inc-plan-001)

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