# Veolia Utility Resources LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/veolia-utility-resources-llc-710005226-503

> Veolia Utility Resources LLC's Health & Welfare plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/rsm-us-llp) — Auditor

- [CREATIVE PLANNING](https://planprovider.pro/provider/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|

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- [American Water Works Company, INC.](https://planprovider.pro/companies/american-water-works-company-inc-510063696-501) — 6,162 participants

- [Veolia Utility Resources LLC](https://planprovider.pro/companies/veolia-utility-resources-llc-401k-plan-003) — 2,124 participants

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- [Veolia Utility Resources LLC](https://planprovider.pro/companies/veolia-utility-resources-llc-401k-plan-004) — 949 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/veolia-utility-resources-llc-710005226-503)

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