Plan Snapshot
- Plan Sponsor: Liberty Utilities Co.
- Sponsor EIN: 274444001
- Sponsor Address: 14920 W. CAMELBACK ROAD, LITCHFIELD, AZ, 85340
- Plan Type: DB
- Total Participants: 527
- Total Assets: $405.3M
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 | 527 | $405.3M | $9.8M | $0 |
| 2023 | 578 | $392.9M | $10.4M | $0 |
| 2022 | 618 | $360.4M | $11.3M | $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 |
|---|---|---|---|---|
| PICKETT, CHANEY & MCMULLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT, CHANEY & MCMULLEN, LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $2,530,669 | $341,814 | $310,979 | — | — |
| 2023 | $2,526,817 | $410,126 | $286,863 | — | — |
| 2022 | $2,333,242 | $434,755 | — | — | $481,897 |