Retirement plan

WESTERN WATER WORKS SUPPLY COMPANY 401(K) PLAN

Name: WESTERN WATER WORKS SUPPLY CO - WESTERN WATER WORKS SUPPLY COMPANY 401(K) PLAN (2025) 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 2025

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13.7M

+19.6% from 2024

Total participants

128

+9.4% from 2024

Average account balance

$108,081

+9.3% from 2024

Annual return

12.62%

-5.33 pp from 2024

Benchmarks

See 211 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort211 peers

Snapshot2025

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

$249K

$2283 / participant

Other / not subdivided$249K100.0%

% of EOY assets

1.813%

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

$108,081

$94,699+14.1%

$185,441-41.7%

$65,306+65.5%

Participation rate

99.1%

64.2%+34.9pp

80.3%+18.8pp

57.7%+41.4pp

Annual return

12.62%

16.71%-4.1pp

20.16%-7.5pp

21.94%-9.3pp

Employer contribution / active EE

$2,381-100.0%

$4,672-100.0%

$1,967-100.0%

Participant deferral / active EE

$9,110

$3,568+155.4%

$6,152+48.1%

$2,959+207.8%

Admin fee / account holder

$1,959

$4,797-59.2%

$17,890-89.0%

$3,480-43.7%

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