Plan Snapshot
- Plan Sponsor: San Gabriel Valley Water Company
- Sponsor EIN: 951499179
- Sponsor Address: 11142 GARVEY AVENUE, EL MONTE, CA, 917332498
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $94.0M
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 | 279 | $94.0M | $2.9M | $2.6M |
| 2023 | 267 | $80.3M | $2.5M | $2.5M |
| 2022 | 251 | $69.7M | $2.3M | $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 |
|---|---|---|---|---|
| SAGE VIEW | CONSULTANT | $47,500 | — | $47,500 |
| VASQUEZ AND COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGE VIEW — CONSULTANT
- VASQUEZ AND COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,500
- Estimated Expense Ratio: 0.051% 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 | $26,130 | — | — | — | — |
| 2023 | $13,324 | — | — | — | — |
| 2022 | -$3,996 | — | — | — | — |