Retirement plan

WESTERN WATER WORKS SUPPLY COMPANY 401(K) PLAN

Name: WESTERN WATER WORKS SUPPLY CO - WESTERN WATER WORKS SUPPLY COMPANY 401(K) PLAN (2023) Form 5500
Creator: WESTERN WATER WORKS SUPPLY CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTERN WATER WORKS SUPPLY COMPANY 401(K) PLAN, WESTERN WATER WORKS SUPPLY CO

WESTERN WATER WORKS SUPPLY COEIN 95-1459073Plan #004PY 2023

5831 PINE AVE - CHINO HILLS, CA 917096531909-597-7000wwwsco.comLinkedIn51-200 employeesconstruction

Other plans on this EIN

1 filing

#003Retirement-$47.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10M

+16.8% from 2022

Total participants

118

+4.4% from 2022

Average account balance

$84,371

+11.8% from 2022

Annual return

10.59%

+24.86 pp from 2022

Benchmarks

See 70 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Cohort70 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.73M

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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.

127

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.

116.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$993K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1959

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 codes2J2G2F2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

$334K

$3375 / participant

Other / not subdivided$334K100.0%

% of EOY assets

3.356%

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

$84,371

$104,699-19.4%

$130,062-35.1%

Participation rate

100.0%

73.3%+26.7pp

78.5%+21.5pp

Annual return

10.59%

12.02%-1.4pp

-137.37%+148.0pp

Employer contribution / active EE

$2,071-100.0%

$4,322-100.0%

Participant deferral / active EE

$8,295

$4,216+96.7%

$5,821+42.5%

Admin fee / account holder

$2,831

$5,899-52.0%

$10,601-73.3%

WESTERN WATER WORKS SUPPLY COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTERN WATER WORKS SUPPLY COMPANY 401(K) 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