401(k) Retirement And Savings Plan For Southwest Water Company
Sponsored by Southwest Water Company · EIN 951840947 · Plan #003
- Total assets
- $86.3M
- Net assets
- $86.3M
- Active participants
- 555
- With balances
- 887
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$33,429 |