AUMdb

San Gabriel Valley Water Company Retirement And Savings Plan

Sponsored by San Gabriel Valley Water Company · EIN 951499179 · Plan #001

Total assets
$94.0M
Net assets
$94.0M
Active participants
279
With balances
330

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
Sage View Consulting (general) $47,500
Fidelity Investments Inst. Oper. Co Participant loan processing, Account maintenance fees, Recordkeeping fees -$21,370