Plan Snapshot
- Plan Sponsor: Eversource Energy Service Company
- Sponsor EIN: 043220614
- Sponsor Address: P.O. BOX 270, HARTFORD, CT, 061410270
- Plan Type: 401(k)
- Plan Number: 526
- Total Participants: 0
- Total Assets: $830.9M
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 | $830.9M | $0 | $23,944 |
| 2023 | 0 | $761.5M | $0 | $0 |
| 2022 | 0 | $708.0M | $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 |
|---|---|---|---|---|
| ACCLARIS, INC. | Other Service Provider | $1,042,894 | — | $1,042,894 |
| LOOMIS SAYLES & COMPANY, LP | Other Service Provider | $318,434 | — | $318,434 |
| EARNEST PARTNERS, LLC | Other Service Provider | $314,237 | — | $314,237 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $293,968 | — | $293,968 |
| PASSAIC PARTNERS LLC | Other Service Provider | $256,853 | — | $256,853 |
| ACADIAN ASSET MANAGEMENT LLC | Other Service Provider | $187,634 | — | $187,634 |
| AMERICAN CENTURY INVESTMENT | Other Service Provider | $144,779 | — | $144,779 |
| HARPER DANESH LLC | Other Service Provider | $141,863 | — | $141,863 |
| STATE STREET BANK & TRUST COMPANY | Other Service Provider | $93,750 | — | $93,750 |
| STATE STREET EMERGING MARKETS | Other Service Provider | $89,011 | — | $89,011 |
| PIMCO | Other Service Provider | $80,282 | — | $80,282 |
| FIONDELLA, MILONE & LASARACINA LLP | Other Service Provider | $41,750 | — | $41,750 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $39,535 | — | $39,535 |
| NEPC, LLC | Recordkeeper | $30,000 | — | $30,000 |
| AMERIPRISE FINANCIAL, INC. | Investment Advisor | $26,621 | — | $26,621 |
| MILLBANK DARTMOOR PORTSMOUTH | Other Service Provider | $25,338 | — | $25,338 |
| NGP XI | Other Service Provider | $18,882 | — | $18,882 |
| DLA PIPER LLP US | ERISA Attorney | $13,420 | — | $13,420 |
| BRANDYWINE INVESTMENT TRUST | Other Service Provider | $13,016 | — | $13,016 |
| SSGA S&P 500 INDEX NON-LENDING | Other Service Provider | $12,500 | — | $12,500 |
| CHORUS CAP CREDIT IV | Other Service Provider | $11,467 | — | $11,467 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- NEPC, LLC — Recordkeeper
- AMERIPRISE FINANCIAL, INC. — Investment Advisor
- DLA PIPER LLP US — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,196,234
- Estimated Expense Ratio: 0.385% 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 | $2,651,166 | $1,711,166 | — | — | — |
| 2023 | $2,875,333 | $1,733,244 | — | — | — |
| 2022 | $3,318,624 | $1,826,457 | — | — | $69,172 |