Retirement plan

CAPITOL WATER CORPORATION 401(K) PROFIT SHARING PLAN

Name: CAPITOL WATER CORPORATION - CAPITOL WATER CORPORATION 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: CAPITOL WATER CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITOL WATER CORPORATION 401(K) PROFIT SHARING PLAN, CAPITOL WATER CORPORATION

CAPITOL WATER CORPORATIONEIN 82-0237341Plan #001PY 2025

2626 ELDORADO STREET - BOISE, ID 83704208-375-0931LinkedIn1-10 employeespharmaceuticals

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$284K

+2.6% from 2024

Total participants

0.0% from 2024

Average account balance

$141,834

+2.6% from 2024

Annual return

13.42%

+0.91 pp from 2024

Benchmarks

See 1,760 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,760 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$284K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$142K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.42%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$21683

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J

Plan features

2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$43K

$21683 / participant

Other / not subdivided$43K100.0%

% of EOY assets

15.287%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$141,834

$92,798+52.8%

$96,707+46.7%

$137,256+3.3%

Participation rate

100.0%

81.6%+18.4pp

80.4%+19.6pp

80.0%+20.0pp

Annual return

13.42%

31.24%-17.8pp

34.78%-21.4pp

220.34%-206.9pp

Employer contribution / active EE

$2,499

$4,147-39.7%

$4,191-40.4%

$4,156-39.9%

Participant deferral / active EE

$2,499

$5,877-57.5%

$5,997-58.3%

$6,407-61.0%

Admin fee / account holder

$21,683

$7,946+172.9%

$7,503+189.0%

$12,270+76.7%

CAPITOL WATER CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITOL WATER CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion