401k Record

Employers › California Water Service

California Water Service 401(k)

Recordkeeping fees per participant · California Water Service Company Savings Plan · plan year 2024

$20.36

Higher than 18% of the 1,697 plans $250M to 1B that report it.

Source

= $31,462 / 1,545
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009202837NAL0007073601001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009202837NAL0007073601001, received 2025-10-09

10th: $11.56median $49.9890th: $89.63

Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.

Cost and contributions

Administrative expenses excluding investment management, per participant

$21.33

10th: $18.52median $67.2190th: $147.71

Higher than 12% of the 2,324 plans $250M to 1B that report it.

Source

= $32,962 / 1,545
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009202837NAL0007073601001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009202837NAL0007073601001, received 2025-10-09

Administrative expenses per participant

$21.33

10th: $27.95median $88.2590th: $203.68

Higher than 8% of the 2,405 plans $250M to 1B that report it.

Source

= $32,962 / 1,545
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009202837NAL0007073601001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009202837NAL0007073601001, received 2025-10-09

Administrative expenses as a share of assets

0.008%

10th: 0.018%median 0.073%90th: 0.183%

Higher than 5% of the 2,407 plans $250M to 1B that report it.

Source

= $32,962 / $389,370,627
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009202837NAL0007073601001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009202837NAL0007073601001, received 2025-10-09

Employer contributions per participant

$5,295

10th: $1,169median $3,07390th: $8,346

Higher than 76% of the 2,457 plans $250M to 1B that report it.

Source

= $8,181,309 / 1,545
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009202837NAL0007073601001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009202837NAL0007073601001, received 2025-10-09

Employer share of total contributions

32.1%

10th: 17.5%median 31.1%90th: 48.7%

Higher than 53% of the 2,459 plans $250M to 1B that report it.

Source

= $8,181,309 / $25,470,738
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009202837NAL0007073601001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009202837NAL0007073601001, received 2025-10-09

Plan terms, as stated in California Water Service Company's SEC filings

Plan terms are described in California Water Service Company's SEC filings: Form 10-K filed 1995-03-28. No term could be quoted from them with the required precision.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2I · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009202837NAL0007073601001, received 2025-10-09

Full record, California Water Service Company Savings Plan

FieldValueSource
Plan sponsorCALIFORNIA WATER SERVICE COMPANYForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009202837NAL0007073601001, received 2025-10-09
Plan nameCALIFORNIA WATER SERVICE COMPANY SAVINGS PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251009202837NAL0007073601001, received 2025-10-09
Sponsor EIN / plan number94-0362795 / 004Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009202837NAL0007073601001, received 2025-10-09
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009202837NAL0007073601001, received 2025-10-09
Sponsor locationSAN JOSE, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009202837NAL0007073601001, received 2025-10-09
Industry (business code)221300, UtilitiesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009202837NAL0007073601001, received 2025-10-09
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009202837NAL0007073601001, received 2025-10-09
Filing received2025-10-09Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009202837NAL0007073601001, received 2025-10-09
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009202837NAL0007073601001, received 2025-10-09
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251009202837NAL0007073601001, received 2025-10-09
Participants, beginning of year1,550Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009202837NAL0007073601001, received 2025-10-09
Active participants1,284Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009202837NAL0007073601001, received 2025-10-09
Participants, end of year1,563Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009202837NAL0007073601001, received 2025-10-09
Participants with an account balance1,545Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009202837NAL0007073601001, received 2025-10-09
Total assets, beginning of year$339,646,373Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009202837NAL0007073601001, received 2025-10-09
Total assets, end of year$389,370,627Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009202837NAL0007073601001, received 2025-10-09
Net assets, end of year$389,370,603Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009202837NAL0007073601001, received 2025-10-09
Total income$76,432,772Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009202837NAL0007073601001, received 2025-10-09
Net income$49,724,296Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009202837NAL0007073601001, received 2025-10-09
Employer contributions$8,181,309Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009202837NAL0007073601001, received 2025-10-09
Participant contributions$15,119,367Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009202837NAL0007073601001, received 2025-10-09
Other contributions (incl. rollovers)$2,170,062Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009202837NAL0007073601001, received 2025-10-09
Total contributions$25,470,738Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009202837NAL0007073601001, received 2025-10-09
Benefit payments$26,610,407Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009202837NAL0007073601001, received 2025-10-09
Total expenses (incl. benefit payments)$26,708,476Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009202837NAL0007073601001, received 2025-10-09
Total administrative expenses$32,962Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009202837NAL0007073601001, received 2025-10-09
Contract administrator fees$1,500Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251009202837NAL0007073601001, received 2025-10-09
Recordkeeping fees$31,462Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009202837NAL0007073601001, received 2025-10-09
Administrative expenses excluding investment management$32,962derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009202837NAL0007073601001, received 2025-10-09
Held in common/collective trusts$238,041,260Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251009202837NAL0007073601001, received 2025-10-09
Held in mutual funds$107,268,546Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009202837NAL0007073601001, received 2025-10-09
Independent auditorWUHOOVER & CO. LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009202837NAL0007073601001, received 2025-10-09

Position = column in the DOL layout for form year 2024. Filing 20251009202837NAL0007073601001, received 2025-10-09.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FID INV INST OPSrecordkeeperSERVICE PROVIDER 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 37 Participant loan processing; 50 Direct payment from the plan; 62 Float revenue; 64 Recordkeeping fees $31,462yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251009202837NAL0007073601001, received 2025-10-09.

What changed since the 2023 plan year

Figure20232024Change
Total assets$339,646,373$389,370,62714.6%
Participants with a balance1,5301,5451.0%
Administrative expenses$59,539$32,962-44.6%
Recordkeeping fees per participant$38.91$20.36-47.7%
Employer contributions$7,751,407$8,181,3095.5%

Prior filing 20241013170645NAL0049785202001, received 2024-10-13; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: CALIFORNIA WATER SERVICE COMPANY; SEC registrant: CALIFORNIA WATER SERVICE CO (CIK 16422, matched by EIN).