Plan Snapshot
- Plan Sponsor: Rgs Energy Group, INC.
- Sponsor EIN: 510437533
- Sponsor Address: 180 MARSH HILL ROAD, ORANGE, CT, 064773629
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,153
- Total Assets: $1.3B
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. |
|---|---|---|---|---|
| 2023 | 1,153 | $1.3B | $0 | $0 |
| 2022 | 1,242 | $1.3B | $0 | $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 |
|---|---|---|---|---|
| NISA INVESTMENT ADVISORS | Other Service Provider | $556,055 | — | $556,055 |
| PRICEWATERHOUSECOOPERS, LLP | Auditor | $471,799 | — | $471,799 |
| BLACKROCK INSTITUTIONAL TRUST COMPA | Other Service Provider | $382,205 | — | $382,205 |
| MERCER INVESTMENTS | Investment Advisor | $253,102 | — | $253,102 |
| NORTHERN TRUST COMPANY | Other Service Provider | $199,261 | — | $199,261 |
| SEGALL BRYANT & HAMILL INV. COUNSEL | Other Service Provider | $77,964 | — | $77,964 |
| UBS GLOBAL ASSET MANAGEMENT | Investment Advisor | $75,482 | — | $75,482 |
| GRANAHAN INV. MANAGEMENT INC. | Other Service Provider | $73,046 | — | $73,046 |
| NEPC, LLC | Recordkeeper | $43,462 | — | $43,462 |
| BONADIO & CO., LLP | Auditor | $30,340 | — | $30,340 |
| INVESTMENT METRICS, LLC | Other Service Provider | $22,971 | — | $22,971 |
| WORKFORCE LOGIQ | Other Service Provider | $15,373 | — | $15,373 |
| HINMAN, HOWARD & KATTELL, LLP | Other Service Provider | $13,821 | — | $13,821 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS, LLP — Auditor
- MERCER INVESTMENTS — Investment Advisor
- UBS GLOBAL ASSET MANAGEMENT — Investment Advisor
- NEPC, LLC — Recordkeeper
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,214,881
- Estimated Expense Ratio: 0.171% 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 |
|---|---|---|---|---|---|
| 2023 | $6,441,461 | $1,581,584 | — | $30,340 | — |
| 2022 | $2,406,302 | $1,106,559 | — | — | $1,299,743 |