Plan Snapshot
- Plan Sponsor: Veolia North America, LLC
- Sponsor EIN: 262756568
- Sponsor Address: 53 STATE STREET, BOSTON, MA, 02190
- Plan Type: 401(k)
- Total Participants: 7,090
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 7,090 | $1.0B | $28.1M | $51.3M |
| 2023 | 6,510 | $929.6M | $26.3M | $48.1M |
| 2022 | 5,906 | $800.9M | $23.4M | $43.2M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $455,701 | — | $455,701 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $250,896 | — | $250,896 |
| KATZ SAPPER AND MILLER LLP | ACCOUNTANT/AUDITOR | $31,801 | — | $31,801 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KATZ SAPPER AND MILLER LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $738,398
- Estimated Expense Ratio: 0.070% 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 | $737,924 | $455,701 | $2,800 | $31,801 | — |
| 2023 | $516,804 | $358,589 | — | $15,000 | — |
| 2022 | $563,149 | $371,966 | — | — | — |