2023 Form 5500 filing — Veolia Wts 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009092016NAL0010470435001) for Veolia Wts 401(K) Plan, reported by Veolia Wts Usa, Inc. under EIN 23-1503731 and plan number 001. It reports 3,922 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009092016NAL0010470435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Veolia Wts Usa, Inc.
- EIN
- 23-1503731
- Plan number
- 001
- Location
- Trevose, PA
- Participants
- 3,922
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $401,672,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $401,672,215
- Employer contributions
- $24,317,869
- Participant contributions
- $34,062,501
- Total income / additions
- $122,543,318
- Benefits paid
- $35,421,082
- Administrative expenses
- $411,213
- Total expenses
- $35,836,185
- Net increase / (decrease)
- $86,707,133
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $252,566 | $0 |
| Rocaton Investment Advisers, LLC | INVESTMENT ADVISOR | $158,647 | not reported in the loaded dataset |