Plan Ledger DOL Form 5500 · updated monthly

California Water Service Company401(k)

CALIFORNIA WATER SERVICE COMPANY SAVINGS PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

California Water Service Company reported $32,962 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,372 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.006% to 0.009%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other utilities employers. By assets it is the 333rd-largest of 9,483 plans among California employers on file, and the 77th of 412 in utilities. In 2024, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$389,370,603
Participants with balances1,545
Active participants1,284
Employer contributions$8,181,309
Employee contributions$15,119,367
Employer contribution per active participant$6,372
Average account balance$252,020
Benefits paid to participants$26,610,407
Plan auditUnmodified (clean) audit opinion
AuditorWUHOOVER & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$389.4M · 1,545 accts · $8.2M emplr
2023$339.6M · 1,530 accts · $7.8M emplr
2022$288.7M · 1,501 accts · $7.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,962
Total administrative$32,962
The California Water Service Company 401(k) match · 2024
Employer contribution per active participant$6,372
Median for plans this size$4,294
2024$6,372 per active participant
2023$6,099 per active participant
2022$5,804 per active participant

California Water Service Company's 2024 employer contribution ran above the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FID INV INST OPS · Recordkeeping · Trustee$31,462

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Fidelity
2023Fidelity

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$32,962 · 0.01%
2023$59,539 · 0.02%
2022$20,232 · 0.01%
Same employer
Similar plansUtilities · California
Pg&E Corporation CA$5.0B · 0.07%
Edf Renewables CA$222.9M · 0.13%
Golden State Water Company CA$209.7M · 0.20%
Clearway Energy Group LLC CA$151.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940362795 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.