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

> California Water Service Company's DB plan: 1,256 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, 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|

| FID MGMT TRUST CO|NONE|$5,283|—|$5,283|

| 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:** $5,283

- **Estimated Expense Ratio:** 0.001% 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|$6,114|$6,114|—|—|—|

| 2023|$5,672|$5,672|—|—|—|

| 2022|$11,635|$11,635|—|—|—|

## Similar Plans

- [California Water Service Company](https://planprovider.pro/companies/california-water-service-company-401k-plan) — 1,284 participants

- [Western Oilfields Supply Company](https://planprovider.pro/companies/western-oilfields-supply-company-401k-plan) — 1,523 participants

- [Southwest Water Company](https://planprovider.pro/companies/southwest-water-company-401k-plan) — 555 participants

- [San Jose Water Company](https://planprovider.pro/companies/san-jose-water-company-plan-002) — 491 participants

- [San Jose Water Company](https://planprovider.pro/companies/san-jose-water-company-401k-plan) — 424 participants

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

© 2026 PlanProvider.Pro