Plan Snapshot
- Plan Sponsor: Veolia Utility Resources LLC
- Sponsor EIN: 710005226
- Sponsor Address: 461 FROM RD, PARAMUS, NJ, 07652
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 204
- Total Assets: $113.3M
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 | 204 | $113.3M | $134,010 | $367,048 |
| 2023 | 0 | $104.2M | $1.9M | $360,419 |
| 2022 | 0 | $92.3M | $170,000 | $415,027 |
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 |
|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | Other Service Provider | $148,977 | — | $148,977 |
| RSM | Auditor | $53,907 | — | $53,907 |
| CREATIVE PLANNING | Investment Advisor | $40,000 | — | $40,000 |
| FORVIS MAZARS, LLP | Other Service Provider | $33,075 | — | $33,075 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM — Auditor
- CREATIVE PLANNING — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $275,959
- Estimated Expense Ratio: 0.244% 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 | $406,693 | $40,000 | $148,977 | $33,075 | — |
| 2023 | $393,542 | $89,914 | $182,857 | $31,200 | — |
| 2022 | $81,421 | — | — | — | $84,319 |