Plan Snapshot
- Plan Sponsor: California Water Service Co
- Sponsor EIN: 940362795
- Sponsor Address: 1720 NORTH FIRST STREET, SAN JOSE, CA, 95112
- Plan Type: 401(k)
- Plan Number: 504
- Total Participants: 1,730
- Total Assets: $56.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,730 | $56.3M | $19.0M | $8.4M |
| 2023 | 1,695 | $53.9M | $15.8M | $7.1M |
| 2022 | 1,634 | $47.6M | $19.1M | $6.4M |
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 |
|---|---|---|---|---|
| HEALTHCOMP, LLC | Recordkeeper | $486,215 | — | $486,215 |
| ANTHEM BLUE CROSS | Other Service Provider | $429,786 | — | $429,786 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $916,001
- Estimated Expense Ratio: 1.628% 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 | $17,198 | $394 | — | — | — |
| 2023 | $16,199 | $350 | — | — | — |
| 2022 | $13,700 | — | — | — | $13,700 |