Plan Snapshot
- Plan Sponsor: Suez Water Resources INC.
- Sponsor EIN: 476688772
- Sponsor Address: 461 FROM ROAD, SUITE 400, PARAMUS, NJ, 07652
- Plan Type: 401(k)
- Plan Number: 110
- Total Participants: 0
- Total Assets: $386.8M
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 | 0 | $386.8M | $0 | $0 |
| 2023 | 0 | $385.8M | $0 | $0 |
| 2022 | 0 | $358.7M | $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 |
|---|---|---|---|---|
| TOWERS WATSON DELEWARE INC. | Recordkeeper | $562,856 | — | $562,856 |
| PRINCIPAL TRUST COMPANY | Other Service Provider | $541,786 | — | $541,786 |
| LEGAL & GENERAL INVESTMENT MGMNT | Other Service Provider | $153,198 | — | $153,198 |
| CREATIVE PLANNING | Investment Advisor | $150,000 | — | $150,000 |
| INCOME RESEARCH & MANAGEMENT | Other Service Provider | $92,381 | — | $92,381 |
| MAZARS USA LLP | Other Service Provider | $66,150 | — | $66,150 |
| BRANDYWINE GLOBAL INVESTMENT MGMNT | Other Service Provider | $53,385 | — | $53,385 |
| WELLINGTON MANAGEMENT | Other Service Provider | $49,537 | — | $49,537 |
| SEYFARTH SHAW LLP | Investment Advisor | $45,660 | — | $45,660 |
| NOVAK BIRKS, P.C. | Other Service Provider | $8,100 | — | $8,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TOWERS WATSON DELEWARE INC. — Recordkeeper
- CREATIVE PLANNING — Investment Advisor
- SEYFARTH SHAW LLP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,723,053
- Estimated Expense Ratio: 0.445% 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 | $355,306 | — | — | — | — |
| 2023 | $458,768 | — | — | — | — |
| 2022 | $432,258 | — | — | — | — |