Plan Snapshot
- Plan Sponsor: Golden State Water Company
- Sponsor EIN: 951243678
- Sponsor Address: 630 E FOOTHILL BLVD, SAN DIMAS, CA, 91773
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 677
- Total Assets: $14.5M
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 | 677 | $14.5M | $13.1M | $2.6M |
| 2023 | 674 | $12.8M | $12.0M | $2.3M |
| 2022 | 657 | $11.3M | $12.1M | $2.3M |
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 |
|---|---|---|---|---|
| MERCER HR CONSULTING | Investment Advisor | $50,788 | — | $50,788 |
| BDO USA, P.C. | Other Service Provider | $30,920 | — | $30,920 |
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $15,645 | — | $15,645 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER HR CONSULTING — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,353
- Estimated Expense Ratio: 0.673% 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 | $315,331 | — | $35,972 | $30,920 | — |
| 2023 | $197,730 | — | $3,506 | $30,350 | — |
| 2022 | $229,581 | — | — | — | $77,017 |