Plan Snapshot
- Plan Sponsor: San Jose Water Company
- Sponsor EIN: 940838465
- Sponsor Address: 110 W. TAYLOR STREET, SAN JOSE, CA, 951102131
- Plan Type: DB
- Total Participants: 491
- Total Assets: $225.5M
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 | 491 | $225.5M | $5.2M | $0 |
| 2023 | 500 | $205.9M | $9.9M | $0 |
| 2022 | 363 | $176.9M | $8.5M | $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 |
|---|---|---|---|---|
| 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 — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,487,748 | $1,314,895 | — | — | — |
| 2023 | $1,276,731 | $1,106,186 | — | — | — |
| 2022 | $1,283,872 | $1,213,387 | — | — | $70,485 |