# Smart Energy Systems, INC. Dba Smart Energy Water 401(k) Plan
Source: https://planprovider.pro/companies/smart-energy-systems-inc-dba-s-401k-plan

> Smart Energy Systems, INC. Dba Smart Energy Water's 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smart Energy Systems, INC. Dba Smart Energy Water

- **Sponsor EIN:** 460760246

- **Sponsor Address:** 15495 SAND CANYON AVE STE 100, IRVINE, CA, 92618

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

- **Total Participants:** 102

- **Total Assets:** $10.3M

## 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|102|$10.3M|$357,729|$1.5M|

| 2023|120|$7.7M|$373,963|$1.5M|

| 2022|101|$5.1M|$349,826|$1.4M|

## 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|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-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|$68,099|$63,389|—|—|—|

| 2023|$50,396|$20,711|—|—|—|

| 2022|$36,462|—|—|—|—|

## Similar Plans

- [Upkeep Technologies, INC](https://planprovider.pro/companies/upkeep-technologies-inc-plan) — 102 participants

- [People.Ai, INC](https://planprovider.pro/companies/people-ai-inc-401k-plan) — 101 participants

- [Labelbox, INC.](https://planprovider.pro/companies/labelbox-inc-plan-001) — 103 participants

- [Goanimate, INC.](https://planprovider.pro/companies/goanimate-inc-401k-plan) — 104 participants

- [Raken, INC.](https://planprovider.pro/companies/raken-inc-401k-plan) — 105 participants

- [Evalueserve INC.](https://planprovider.pro/companies/evalueserve-inc-plan-001) — 96 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/smart-energy-systems-inc-dba-s-401k-plan)

© 2026 PlanProvider.Pro