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Original filing (PDF)20251010094652NAL0017578082001
BROOKFIELD POWER US HOLDING AMERICA CO.
Form 5500
FILING_RECEIVED
BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,581
Accounts w/ balance
1,911
Plan assets (EOY)
$279.1M
Net assets (EOY)
$279.1M
How this plan invests
This plan
15 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROOKFIELD POWER US HOLDING AMERICA CO..
Plan sponsor
Name
BROOKFIELD POWER US HOLDING AMERICA CO.
EIN
20-0834708
Address
200 LIBERTY STREET · 14TH FLOOR · NEW YORK, NY · 10281
Phone
(646) 992-2430
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $173K | — |
Investments
12 direct securities · 15 pooled funds· $279.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$171.7M
15 holdings
Uncategorized
$107.5M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard U.S. Growth Fund Admiral Shares | — | — | — | $30.4M | 10.9% | |
| Vanguard Total Stock Market Index Fund Institutional Shares | — | — | — | $29.6M | 10.6% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $24.3M | 8.7% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $23.4M | 8.4% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $21.8M | 7.8% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $21.2M | 7.6% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $20.5M | 7.3% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $19.7M | 7.0% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $12.0M | 4.3% | |
| Vanguard PRIMECAP Fund Admiral Shares | — | — | — | $9.3M | 3.3% | |
| Vanguard Windsor II Fund Admiral Shares | — | — | — | $8.9M | 3.2% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $8.4M | 3.0% | |
| Vanguard Federal Money Market Fund | — | — | — | $6.0M | 2.1% | |
| Vanguard Total Bond Market Index Fund Institutional Shares | — | — | — | $5.8M | 2.1% | |
| VANGUARD RETIREMENT SAVINGS TR III VANGUARD FIDUCIARY TRUST COMAPNY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $5.6M | 2.0% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $5.2M | 1.9% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $4.1M | 1.5% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.4% | |
| Participant loans | — | — | — | $3.9M | 1.4% | |
| American Funds Euro Pacific Growth Fund | — | — | — | $3.2M | 1.2% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.2M | 1.2% | |
| Vanguard Total International Stock Index Fund | — | — | — | $3.0M | 1.1% | |
| PRUDENTIAL CORE PLUS BOND FUND; CL5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $2.6M | 0.9% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $2.2M | 0.8% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $908K | 0.3% | |
| Vanguard Target Retirement Income and Growth Trust II | — | — | — | $122K | <0.1% | |
| VFTC TARGET RET INC AND GRWTH TR LL VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $122K | <0.1% |
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