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Original filing (PDF)20251006102938NAL0001990339001
SAN JOAQUIN RIVER EXCHANGE CONTRACT AUTHORITY
Form 5500-SF
FILING_RECEIVED
SAN JOAQUIN RIVER EXCHANGE CONTRACTORS WATER AUTHORITY MONEY PURCHASE PLAN
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAN JOAQUIN RIVER EXCHANGE CONTRACT AUTHORITY.
Plan sponsor
Name
SAN JOAQUIN RIVER EXCHANGE CONTRACT AUTHORITY
EIN
77-0334483
Address
P.O. BOX 2115 · LOS BANOS, CA · 936352115
Phone
(209) 827-8616
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
SAN JOAQUIN RIVER EXCHANGE CONTRACT AUTHORITY
EIN
77-0334483
City
LOS BANOS, CA
Phone
(209) 827-8616
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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