Employers › Northeast Utilities Service
Recordkeeping fees per participant · Eversource 401(k) Plan · plan year 2024
$18.10
Higher than 22% of the 790 plans over $1B that report it.
= $258,583 / 14,290
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014110009NAL0001255027008, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014110009NAL0001255027008, received 2025-10-14
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$39.00
Higher than 39% of the 1,045 plans over $1B that report it.
= $557,259 / 14,290
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014110009NAL0001255027008, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014110009NAL0001255027008, received 2025-10-14
Administrative expenses per participant
$98.36
Higher than 70% of the 1,076 plans over $1B that report it.
= $1,405,620 / 14,290
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014110009NAL0001255027008, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014110009NAL0001255027008, received 2025-10-14
Administrative expenses as a share of assets
0.035%
Higher than 35% of the 1,076 plans over $1B that report it.
= $1,405,620 / $4,046,347,175
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014110009NAL0001255027008, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014110009NAL0001255027008, received 2025-10-14
Employer contributions per participant
$5,131
Higher than 69% of the 1,135 plans over $1B that report it.
= $73,326,861 / 14,290
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014110009NAL0001255027008, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014110009NAL0001255027008, received 2025-10-14
Employer share of total contributions
30.8%
Higher than 41% of the 1,135 plans over $1B that report it.
= $73,326,861 / $238,280,095
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014110009NAL0001255027008, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014110009NAL0001255027008, received 2025-10-14
Plan terms are described in Northeast Utilities Service Co's SEC filings: Form 11-K filed 1996-06-28 . No term could be quoted from them with the required precision.
2A age/service-weighted · 2F ERISA 404(c) plan · 2H partially participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2P · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014110009NAL0001255027008, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | EVERSOURCE ENERGY SERVICE COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Plan name | EVERSOURCE 401K PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Sponsor EIN / plan number | 06-0810627 / 005 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Sponsor location | HARTFORD, CT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Industry (business code) | 221500, Utilities | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Participants, beginning of year | 14,250 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Active participants | 10,538 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Participants, end of year | 14,558 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Participants with an account balance | 14,290 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Total assets, beginning of year | $3,751,712,453 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Total assets, end of year | $4,046,347,175 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Net assets, end of year | $4,046,347,175 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Total income | $740,003,583 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Net income | $294,634,722 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Employer contributions | $73,326,861 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Participant contributions | $141,160,723 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Other contributions (incl. rollovers) | $23,792,511 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Total contributions | $238,280,095 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Benefit payments | $443,963,241 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $445,368,861 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Total administrative expenses | $1,405,620 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Recordkeeping fees | $258,583 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| IQPA audit fees | $56,119 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Investment advisory and management fees | $848,361 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Administrative expenses excluding investment management | $557,259 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Held in common/collective trusts | $2,132,872,513 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Held in mutual funds | $408,514,892 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014110009NAL0001255027008, received 2025-10-14 |
| Independent auditor | FIONDELLA, MILONE & LASARACINA LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014110009NAL0001255027008, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014110009NAL0001255027008, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $817,910 | no |
| FIDELITY INVESTMENTS INSTL OPER CO.recordkeeper | RECORDKEEPER | 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $258,583 | yes |
| NEPC LLC | CONSULTANT | 16 Consulting (general) | $203,417 | no |
| FIONDELLA, MILONE & LASARACINA LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $56,119 | no |
| SHEPPARD MULLIN | ATTORNEY/LEGAL | 29 Legal | $34,648 | no |
| DLA PIPER | ATTORNEY/LEGAL | 29 Legal | $10,017 | no |
| AON CONSULTING, INC. (NJ) | ACTUARY | 16 Consulting (general) | $8,250 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014110009NAL0001255027008, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $3,751,712,453 | $4,046,347,175 | 7.9% |
| Participants with a balance | 13,975 | 14,290 | 2.3% |
| Administrative expenses | $2,131,167 | $1,405,620 | -34.0% |
| Recordkeeping fees per participant | not reported | $18.10 | |
| Employer contributions | $64,573,157 | $73,326,861 | 13.6% |
Prior filing 20241002153006NAL0004167475001, received 2024-10-02; the plan years are contiguous.
Sponsor name as filed: EVERSOURCE ENERGY SERVICE COMPANY; SEC registrant: NORTHEAST UTILITIES SERVICE CO (CIK 205716, matched by EIN).