# Liberty Utilities Co. DB Plan
Source: https://planprovider.pro/companies/liberty-utilities-co-plan-009

> Liberty Utilities Co.'s DB plan: 1,749 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:** 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](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:** $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|

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