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Original filing (PDF)20251016141512NAL0003413411001
VEOLIA UTILITY RESOURCES, LLC
Form 5500
FILING_RECEIVED
SUEZ WATER RESOURCES LLC RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed6 service providers
Active participants
419
Accounts w/ balance
—
Plan assets (EOY)
$366.2M
Net assets (EOY)
$366.1M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Principal SUEZ Water Resources Retirement Plan Unitized Fund" is 100% of plan.
- 27 bps in Schedule C fees — 172% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VEOLIA UTILITY RESOURCES, LLC.
Plan sponsor
Name
VEOLIA UTILITY RESOURCES, LLC
EIN
71-0005226
Address
461 FROM RD · PARAMUS, NJ · 07652
Phone
(201) 767-9300
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON DELAWARE, INC. | 53-0181291 | — | NONE | $513K | — |
| PRINCIPAL TRUST COMPANY | — | DES MOINES, IA | NONE | $264K | — |
| CREATIVE PLANNING | — | OVERLAND PARK, KS | NONE | $136K | — |
| SEYFARTH SHAW LLP | 36-2152202 | — | NONE | $49K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $33K | — |
| NOVAK BIRKS PC | 43-1122456 | — | NONE | $2K | — |
Investments
1 direct security · 1 pooled fund· $358.9M(98% 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.
Master Trust
$358.7M
1 holding
Uncategorized
$203K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SUEZ WATER RESOURCES MASTER TRUST SUEZ WATER RESOURCES INC. · EIN 47-6688772 / PN 110 | Master Trust | — | $297.1M | $358.7M | 97.9% | |
| Principal collateralized cash | — | — | $203K | $203K | <0.1% |
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