# Liberty Utilities Service Corp. 401(k) Plan
Source: https://planprovider.pro/companies/liberty-utilities-service-corp-401k-plan

> Liberty Utilities Service Corp.'s 401(k) plan: 2,462 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 Service Corp.

- **Sponsor EIN:** 331224978

- **Sponsor Address:** 14920 W. CAMELBACK ROAD, LITCHFIELD PARK, AZ, 85340

- **Plan Type:** 401(k)

- **Total Participants:** 2,462

- **Total Assets:** $443.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,462|$443.3M|$11.6M|$21.9M|

| 2023|2,482|$395.9M|$11.4M|$21.7M|

| 2022|2,451|$335.6M|$9.1M|$19.9M|

## 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|

| VOYA RETIREMENT ADVISORS, LLC.|SERVICE PROVIDER|$222,850|—|$222,850|

| ACTUARIAL CONSULTING SERVICES|THIRD PARTY ADMINISTRATO|—|$204,041|$204,041|

| OSAIC WEALTH, INC|BROKER/DEALER|—|$90,000|$90,000|

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

### Verified Provider Profiles

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

- [OSAIC WEALTH, INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — BROKER/DEALER

- [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:** $516,891

- **Estimated Expense Ratio:** 0.117% 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|$514,979|—|$514,979|—|—|

| 2023|$415,009|—|$415,009|—|—|

| 2022|$337,092|—|$337,092|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/liberty-utilities-service-corp-401k-plan)

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