Plan Ledger DOL Form 5500 · updated monthly

Global Water Resources, Inc.401(k)

GLOBAL WATER RESOURCES, INC. 401(K) PLAN · PHOENIX, AZ · plan year 2025

Reported admin expense ratio · 2025
0.60%

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

Global Water Resources, Inc. reported $40,985 in plan administrative expenses for 2025: 0.60% of average plan assets, above the peer median. Employer contributions averaged $3,157 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 1 year on file its reported administrative ratio fell from 0.64% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other utilities employers. By assets it is among the smaller plans on file in Arizona (681st of 1,285), and 348th of 412 in utilities. In 2025, employees put in $2.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,663,368
Participants with balances133
Active participants123
Employer contributions$388,324
Employee contributions$991,733
Employer contribution per active participant$3,157
Average account balance$57,619
Benefits paid to participants$783,611
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$7.7M · 133 accts · $388K emplr
2024$6.0M · 125 accts · $321K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$40,985
Total administrative$40,985
The Global Water Resources, Inc. 401(k) match · 2025
Employer contribution per active participant$3,157
Median for plans this size$1,464
2025$3,157 per active participant
2024$2,815 per active participant

Global Water Resources, Inc.'s 2025 employer contribution ran above the $1,464 median for plans its size, placing it in the top quarter of its peers. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$40,985
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history2
2025$40,985 · 0.60%
2024$35,218 · 0.64%
Same employer
Similar plansUtilities · Arizona
Epcor USA, Inc. AZ$57.7M · 0.32%
Arizona Water Co. AZ$49.9M · 0.06%
Greenskies Clean Energy CT$8.0M · 0.43%
Plus Power Services LLC TX$7.8M · 0.09%
All Energy Solar, Inc. MN$7.8M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900632193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.