Plan Snapshot
- Plan Sponsor: Veolia Utility Resources, LLC
- Sponsor EIN: 710005226
- Sponsor Address: 461 FROM RD, PARAMUS, NJ, 07652
- Plan Type: DB
- Total Participants: 419
- Total Assets: $366.2M
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 | 419 | $366.2M | $15.7M | $0 |
| 2023 | 459 | $360.1M | $9.8M | $0 |
| 2022 | 502 | $334.0M | $9.1M | $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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $33,075 | — | $33,075 |
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: $33,075
- Estimated Expense Ratio: 0.009% 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 | $2,486,704 | $136,364 | $45,795 | $33,075 | — |
| 2023 | $2,413,890 | — | — | — | — |
| 2022 | $2,309,703 | — | — | — | — |