# Golden State Water Company Health & Welfare Plan
Source: https://planprovider.pro/companies/golden-state-water-company-951243678-501

> Golden State Water Company's Health & Welfare plan: 677 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mercer-advisors) — 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|

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