# San Jose Water Company DB Plan
Source: https://planprovider.pro/companies/san-jose-water-company-plan-002

> San Jose Water Company's DB plan: 491 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:** 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|

| MATRIX TRUST COMPANY|NONE|$1,487,748|—|$1,487,748|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [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:** $1,487,748

- **Estimated Expense Ratio:** 0.660% 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|$1,487,748|$1,314,895|—|—|—|

| 2023|$1,276,731|$1,106,186|—|—|—|

| 2022|$1,283,872|$1,213,387|—|—|$70,485|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/san-jose-water-company-plan-002)

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