# Southwest Water Company 401(k) Plan
Source: https://planprovider.pro/companies/southwest-water-company-401k-plan

> Southwest Water Company's 401(k) plan: 555 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southwest Water Company

- **Sponsor EIN:** 951840947

- **Sponsor Address:** 1325 N. GRAND AVE SUITE 100, COVINA, CA, 91724

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

- **Total Participants:** 555

- **Total Assets:** $86.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|555|$86.3M|$3.3M|$4.5M|

| 2023|526|$72.6M|$3.0M|$3.9M|

| 2022|487|$59.3M|$2.7M|$3.6M|

## 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|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-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|-$33,429|—|$300|—|—|

| 2023|-$24,195|—|—|—|—|

| 2022|-$17,798|—|—|—|—|

## Similar Plans

- [San Jose Water Company](https://planprovider.pro/companies/san-jose-water-company-plan-002) — 491 participants

- [San Jose Water Company](https://planprovider.pro/companies/san-jose-water-company-401k-plan) — 424 participants

- [California Water Service Company](https://planprovider.pro/companies/california-water-service-company-plan) — 1,256 participants

- [California Water Service Company](https://planprovider.pro/companies/california-water-service-company-401k-plan) — 1,284 participants

- [Western Oilfields Supply Company](https://planprovider.pro/companies/western-oilfields-supply-company-401k-plan) — 1,523 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southwest-water-company-401k-plan)

© 2026 PlanProvider.Pro