Plan Snapshot
- Plan Sponsor: California Water Service Company
- Sponsor EIN: 940362795
- Sponsor Address: 1720 NORTH FIRST STREET, SAN JOSE, CA, 951124598
- Plan Type: DB
- Total Participants: 1,256
- Total Assets: $870.6M
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 | 1,256 | $870.6M | $3.1M | $0 |
| 2023 | 1,242 | $825.9M | $63,614 | $0 |
| 2022 | 1,207 | $738.2M | $6.2M | $0 |
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 |
|---|---|---|---|---|
| WUHOOVER & CO., LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $6,114 | $6,114 | — | — | — |
| 2023 | $5,672 | $5,672 | — | — | — |
| 2022 | $11,635 | $11,635 | — | — | — |