# California Water Service Company 401(k) Plan
Source: https://planprovider.pro/companies/california-water-service-company-401k-plan

> California Water Service Company's 401(k) plan: 1,284 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 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](https://planprovider.pro/provider/fidelity-investments) — SERVICE PROVIDER

- [WUHOOVER & CO. LLP](https://planprovider.pro/provider/wuhoover-and-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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/california-water-service-company-401k-plan)

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