Essential Utilities, Inc. 401(k) Plan
Sponsored by Essential Utilities, Inc. · EIN 231702594 · Plan #005
- Total assets
- $624M
- Net assets
- $623M
- Active participants
- 3,448
- With balances
- 3,990
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Capital Group, Llc | Investment advisory (plan) | $263,813 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $222,216 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $96,120 |
| Global Retirement Parners | Consulting (general) | $86,770 |
| Faegre Drinker Biddle & Reath Llp | Legal | $19,347 |
| Holland & Knight Llp | Legal | $15,842 |