AUMdb

Retirement Plan Of San Jose Water Company

Sponsored by San Jose Water Company · EIN 940838465 · Plan #002

Total assets
$226M
Net assets
$226M
Active participants
491
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Matrix Trust Company Investment management, Investment management fees (direct), Trustee (institutional) $1,487,748