Plan Snapshot
- Plan Sponsor: California Water Service Company
- Sponsor EIN: 940362795
- Sponsor Address: 1720 NORTH FIRST STREET, SAN JOSE, CA, 95112
- Plan Type: 401(k)
- Total Participants: 1,284
- Total Assets: $389.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,284 | $389.4M | $8.2M | $15.1M |
| 2023 | 1,271 | $339.6M | $7.8M | $14.2M |
| 2022 | 1,229 | $288.7M | $7.1M | $13.1M |
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 |
|---|---|---|---|---|
| FID INV INST OPS | SERVICE PROVIDER | $31,462 | — | $31,462 |
| WUHOOVER & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS — SERVICE PROVIDER
- WUHOOVER & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,462
- Estimated Expense Ratio: 0.008% 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 | $32,962 | — | $1,500 | — | — |
| 2023 | $59,539 | — | — | — | — |
| 2022 | $20,232 | — | — | — | — |