Plan Snapshot
- Plan Sponsor: Veolia Utility Resources LLC
- Sponsor EIN: 710005226
- Sponsor Address: 461 FROM RD, PARAMUS, NJ, 076523524
- Plan Type: 401(k)
- Total Participants: 2,124
- Total Assets: $292.2M
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 | 2,124 | $292.2M | $5.4M | $10.9M |
| 2023 | 1,129 | $226.9M | $4.7M | $10.6M |
| 2022 | 1,069 | $201.3M | $4.3M | $10.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $165,688 | — | — | — | — |
| 2023 | $126,624 | — | — | — | — |
| 2022 | $116,843 | — | — | — | — |