# Liberty Utilities Co. DB Plan
Source: https://planprovider.pro/companies/liberty-utilities-co-plan-007

> Liberty Utilities Co.'s DB plan: 527 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CBIZ|NONE|$494,930|—|$494,930|

| CBIZ INVESTMENT ADVISORY SERVICES|NONE|$163,285|—|$163,285|

| BENEFIT TRUST COMPANY|NONE|$159,626|—|$159,626|

| RIVERBRIDGE PARTNERS, LLC|NONE|$103,397|—|$103,397|

| COPELAND|NONE|$75,132|—|$75,132|

| JOHN HANCOCK|NONE|$16,963|—|$16,963|

| PICKETT, CHANEY & MCMULLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — NONE

- [PICKETT, CHANEY & MCMULLEN, LLP](https://planprovider.pro/provider/pickett-chaney-and-mcmullen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,013,333

- **Estimated Expense Ratio:** 0.250% 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|$2,530,669|$341,814|$310,979|—|—|

| 2023|$2,526,817|$410,126|$286,863|—|—|

| 2022|$2,333,242|$434,755|—|—|$481,897|

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