# Salt River Valley Water Users Association 401(k) Plan
Source: https://planprovider.pro/companies/salt-river-valley-water-users-association-401k-plan

> Salt River Valley Water Users Association's 401(k) plan: 6,108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Salt River Valley Water Users Association

- **Sponsor EIN:** 860053220

- **Sponsor Address:** PO BOX 52025 PAB501, PHOENIX, AZ, 850722025

- **Plan Type:** 401(k)

- **Total Participants:** 6,108

- **Total Assets:** $1.3B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|6,108|$1.3B|$31.7M|$61.9M|

| 2023|5,711|$1.2B|$28.3M|$56.0M|

| 2022|5,473|$1.0B|$24.8M|$52.7M|

## 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|

| EMPOWER ADVISORY GROUP, LLC|NONE|$771,342|—|$771,342|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$11,670|—|$11,670|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $783,012

- **Estimated Expense Ratio:** 0.059% 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|$779,256|$767,586|—|—|—|

| 2023|$811,358|$718,397|—|—|—|

| 2022|$1,274,622|$1,274,622|—|—|—|

## Similar Plans

- [Salt River Valley Water Users Association](https://planprovider.pro/companies/salt-river-valley-water-users-association-plan-335) — 5,246 participants

- [Liberty Utilities Service Corp.](https://planprovider.pro/companies/liberty-utilities-service-corp-401k-plan) — 2,462 participants

- [Tucson Electric Power Company](https://planprovider.pro/companies/tucson-electric-power-company-plan-002) — 945 participants

- [Tucson Electric Power Company](https://planprovider.pro/companies/tucson-electric-power-company-plan-001) — 899 participants

- [Liberty Utilities Co.](https://planprovider.pro/companies/liberty-utilities-co-plan-007) — 527 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/salt-river-valley-water-users-association-401k-plan)

© 2026 PlanProvider.Pro