# Nextera Energy, INC. 401(k) Plan
Source: https://planprovider.pro/companies/nextera-energy-inc-401k-plan

> Nextera Energy, INC.&#39;s 401(k) plan: 16,733 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nextera Energy, INC.

- **Sponsor EIN:** 592449419

- **Sponsor Address:** 700 UNIVERSE BOULEVARD HRB/JB, JUNO BEACH, FL, 334080420

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

- **Total Participants:** 16,733

- **Total Assets:** $5.5B

## 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|16,733|$5.5B|$83.1M|$211.6M|

| 2023|16,678|$5.0B|$77.9M|$199.9M|

| 2022|15,212|$5.4B|$0|$183.1M|

## 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|

| T ROWE PRICE|NONE|$1,737,518|—|$1,737,518|

| FIDELITY INVESTMENTS INSTITUTIONAL|TRUSTEE|$782,208|—|$782,208|

| NEXTERA ENERGY, INC.|PLAN SPONSOR|$270,912|—|$270,912|

| BLACKROCK INSTITUTIONAL TRUST CO NA|NONE|$253,797|—|$253,797|

| NEPC, LLC|NONE|$126,368|—|$126,368|

| CROWE LLP|NONE|$88,835|—|$88,835|

| JACKSON SQUARE|NONE|$11,448|—|$11,448|

| SMARTPATH, INC.|NONE|$10,375|—|$10,375|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — TRUSTEE

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,281,461

- **Estimated Expense Ratio:** 0.060% 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|$3,747,152|$3,355,599|$3,484|$88,835|—|

| 2023|$4,306,331|$3,884,318|$1,400|$85,059|—|

| 2022|$4,522,577|$3,129,288|—|—|$82,665|

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