# California Water Service Co 401(k) Plan
Source: https://planprovider.pro/companies/california-water-service-co-940362795-504

> California Water Service Co's 401(k) plan: 1,730 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

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