# Arizona Water Co. 401(k) Plan
Source: https://planprovider.pro/companies/arizona-water-co-401k-plan

> Arizona Water Co.'s 401(k) plan: 288 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Arizona Water Co.

- **Sponsor EIN:** 860119837

- **Sponsor Address:** 3805 N. BLACK CANYON HWY, PHOENIX, AZ, 85015

- **Plan Type:** 401(k)

- **Total Participants:** 288

- **Total Assets:** $49.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|288|$49.9M|$548,924|$1.7M|

| 2023|258|$43.9M|$1.8M|$1.7M|

| 2022|250|$34.3M|$1.3M|$1.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$21,985|—|$21,985|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISOR|$5,750|—|$5,750|

| VASQUEZ &COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [VASQUEZ &COMPANY](https://planprovider.pro/provider/vasquez-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $27,735

- **Estimated Expense Ratio:** 0.056% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$27,735|—|—|—|—|

| 2023|$19,746|—|—|—|—|

| 2022|$13,226|—|—|—|—|

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