# San Jose Water Company 401(k) Plan
Source: https://planprovider.pro/companies/san-jose-water-company-401k-plan

> San Jose Water Company's 401(k) plan: 424 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** San Jose Water Company

- **Sponsor EIN:** 940838465

- **Sponsor Address:** 110 W. TAYLOR STREET, SAN JOSE, CA, 951102131

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

- **Total Participants:** 424

- **Total Assets:** $135.3M

## 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|424|$135.3M|$2.2M|$4.7M|

| 2023|420|$122.8M|$2.1M|$4.5M|

| 2022|402|$110.4M|$1.9M|$4.3M|

## 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|

| VANGUARD GROUP INC.|NONE|$42,107|$1,680|$43,787|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,787

- **Estimated Expense Ratio:** 0.032% 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|$45,225|$45,225|—|—|—|

| 2023|$65,165|$65,165|—|—|—|

| 2022|$17,838|$17,838|—|—|—|

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