Liberty Utilities National 401(k) Plan
Sponsored by Liberty Utilities Service Corp. · EIN 331224978 · Plan #001
- Total assets
- $443M
- Net assets
- $442M
- Active participants
- 2,462
- With balances
- 2,569
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc. | Investment advisory (participants) | $222,850 |
| Actuarial Consulting Services | Other services, Other fees | $0 |
| Osaic Wealth, Inc | Other fees | $0 |
| Voya Retirement Insurance And Annui | Investment advisory (participants), Other fees | $0 |