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Original filing (PDF)20251009202837NAL0007073601001
CALIFORNIA WATER SERVICE COMPANY
Form 5500
FILING_RECEIVED
CALIFORNIA WATER SERVICE COMPANY SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,284
Accounts w/ balance
1,545
Plan assets (EOY)
$389.4M
Net assets (EOY)
$389.4M
How this plan invests
This plan
18 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALIFORNIA WATER SERVICE COMPANY.
Plan sponsor
Name
CALIFORNIA WATER SERVICE COMPANY
EIN
94-0362795
Address
1720 NORTH FIRST STREET · SAN JOSE, CA · 95112
Phone
(408) 367-8263
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WUHOOVER & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS | 04-2647786 | — | SERVICE PROVIDER | $31K | — |
Investments
11 direct securities · 18 pooled funds· $430.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$238.0M
18 holdings
Uncategorized
$192.5M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institution Index Mutual Fund | — | — | — | $62.1M | 15.9% | |
| Self-directed brokerage account Mutual Fund/Equity | — | — | — | $40.1M | 10.3% | |
| Dodge & Cox Stock X Mutual Fund | — | — | — | $34.5M | 8.9% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6574391 / PN 001 | Common Collective Trust | — | — | $26.3M | 6.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6579799 / PN 001 | Common Collective Trust | — | — | $24.4M | 6.3% | |
| Galliard Stable Return E Collective Investment Trust | — | — | — | $22.9M | 5.9% | |
| GALLIARD STBLE RTN E SEI TRUST COMPANY · EIN 20-5886387 / PN 001 | Common Collective Trust | — | — | $22.9M | 5.9% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6561512 / PN 001 | Common Collective Trust | — | — | $21.9M | 5.6% | |
| WB SMID GROWTH 4 SEI TRUST COMPANY · EIN 75-2712493 / PN 001 | Common Collective Trust | — | — | $19.6M | 5.0% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6568405 / PN 001 | Common Collective Trust | — | — | $19.2M | 4.9% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6572691 / PN 001 | Common Collective Trust | — | — | $19.0M | 4.9% | |
| Harbor Capital Appreciation R Collective Investment Trust | — | — | — | $18.5M | 4.7% | |
| HARB CAP APPR CIT 2 HARBOR CAP APP · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $18.5M | 4.7% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6565712 / PN 001 | Common Collective Trust | — | — | $18.4M | 4.7% | |
| WW S/M CAP VALUE C GLOBAL TRUST COMPANY-WILLIAM BLAIR · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $13.0M | 3.3% | |
| MFS INTL EQUITY 3A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $8.3M | 2.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6587002 / PN 001 | Common Collective Trust | — | — | $7.7M | 2.0% | |
| TCW/MW TOT RTN CIT SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $7.7M | 2.0% | |
| California Water Service Group Company Stock | — | — | — | $5.0M | 1.3% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6557902 / PN 001 | Common Collective Trust | — | — | $4.9M | 1.2% | |
| Participant Loans Interest Rate: 5.25% - 10.25% | — | — | — | $4.2M | 1.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6588737 / PN 001 | Common Collective Trust | — | — | $2.6M | 0.7% | |
| Vanguard Tot Bd Mkt Inst Mutual Fund | — | — | — | $2.4M | 0.6% | |
| Vanguard Ext Mkt Idx Adm Mutual Fund | — | — | — | $2.0M | 0.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.5% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6590672 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.5% | |
| Vanguard Tot Intl Stk Ad Mutual Fund | — | — | — | $825K | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6561512 / PN 001 | Common Collective Trust | — | — | $116K | <0.1% | |
| Fidelity Money Market Fund Mutual Fund | — | — | — | $17K | <0.1% |