Plan Snapshot
- Plan Sponsor: Veolia Water Technologies & Solutions
- Sponsor EIN: 042068530
- Sponsor Address: 3600 HORIZON BLVD., TREVOSE, PA, 19053
- Plan Type: DB
- Plan Number: 001
- Total Participants: 66
- Total Assets: $32.9M
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 | 66 | $32.9M | $0 | $0 |
| 2023 | 73 | $34.7M | $0 | $0 |
| 2022 | 78 | $33.7M | $0 | $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 |
|---|---|---|---|---|
| AON CONSULTING INC. | Recordkeeper | $146,370 | — | $146,370 |
| AON HEWITT INVESTMENT | Other Service Provider | $95,949 | — | $95,949 |
| IVINS PHILLIPS & BARKER | Other Service Provider | $50,991 | — | $50,991 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $23,860 | — | $23,860 |
| STATE STREET BANK AND TRUST | Other Service Provider | $5,143 | — | $5,143 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $322,313
- Estimated Expense Ratio: 0.980% 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 | $347,359 | $5,143 | $146,370 | — | — |
| 2023 | $347,117 | $3,866 | $103,835 | — | — |
| 2022 | $490,113 | — | — | — | — |