Plan Snapshot
- Plan Sponsor: Liberty Utilities Co.
- Sponsor EIN: 274444001
- Sponsor Address: 14920 W. CAMELBACK ROAD, LITCHFIELD, AZ, 85340
- Plan Type: DB
- Total Participants: 1,749
- Total Assets: $74.3M
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 | 1,749 | $74.3M | $10.6M | $0 |
| 2023 | 1,704 | $64.8M | $9.4M | $0 |
| 2022 | 1,533 | $53.8M | $8.7M | $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 | $291,031 | — | $291,031 |
| CBIZ INVESTMENT ADVISORY SERVICES | NONE | $27,450 | — | $27,450 |
| BENEFIT TRUST COMPANY | NONE | $26,060 | — | $26,060 |
| 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: $344,541
- Estimated Expense Ratio: 0.464% 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 | $546,743 | $27,450 | $91,031 | — | — |
| 2023 | $506,897 | $34,259 | $79,541 | — | — |
| 2022 | $450,453 | $31,585 | — | — | $278,156 |