# Salt River Valley Water Users Association DB Plan
Source: https://planprovider.pro/companies/salt-river-valley-water-users-association-plan-335

> Salt River Valley Water Users Association's DB plan: 5,246 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:** DB

- **Total Participants:** 5,246

- **Total Assets:** $2.9B

## 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|5,246|$2.9B|$75.0M|$0|

| 2023|4,989|$2.8B|$75.3M|$0|

| 2022|4,790|$2.5B|$74.9M|$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|

| LEGAL AND GENERAL|INVESTMENT MANAGER|$1,356,682|—|$1,356,682|

| NORTHERN TRUST COMPANY|TRUSTEE|$1,198,580|—|$1,198,580|

| PRUDENTIAL INSURANCE COMPANY|INVESTMENT MANAGER|$1,059,343|—|$1,059,343|

| CAPTRUST|INVESTMENT ADVISOR|$428,060|—|$428,060|

| VULCAN VALUE PARTNERS|INVESTMENT MANAGER|$388,329|$5,801|$394,130|

| CAPITAL INTERNATIONAL, INC.|INVESTMENT MANAGER|$360,302|—|$360,302|

| ARTISAN PARTNERS|INVESTMENT MANAGER|$308,090|—|$308,090|

| WILLIS TOWERS WATSON|ACTUARY|$71,600|—|$71,600|

| UBS|INVESTMENT MANAGER|$51,360|—|$51,360|

| MORNINGSTAR, INC.|INVESTMENT MANAGER|$31,256|—|$31,256|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRUDENTIAL INSURANCE COMPANY](https://planprovider.pro/provider/empower) — INVESTMENT MANAGER

- [CAPTRUST](https://planprovider.pro/provider/captrust) — INVESTMENT ADVISOR

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — ACTUARY

- [UBS](https://planprovider.pro/provider/ubs-financial-services-inc) — INVESTMENT MANAGER

- [MORNINGSTAR, INC.](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT MANAGER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,259,403

- **Estimated Expense Ratio:** 0.181% 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|$5,060,189|$3,237,611|$428,060|—|—|

| 2023|$5,011,081|$3,544,837|$318,919|—|—|

| 2022|$4,730,267|$4,013,576|$599,716|—|$42,175|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/salt-river-valley-water-users-association-plan-335)

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