San Gabriel Valley Water 401(k) match, vesting and fees
What San Gabriel Valley Water's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Inst. Oper. Co | Schedule C ↗ |
| Independent auditor | Vasquez and Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 289 defined-contribution plans in utilities with 100 to 499 participants.
| San Gabriel Valley Water: employer contribution per participant | $8,666 | |
| Peer median | $3,629 |
| San Gabriel Valley Water: average balance | $284,827 | |
| Peer median | $86,045 |
| San Gabriel Valley Water: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.26% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $93M at the end of plan year 2021 to $94M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 331 | $94M | $2.9M | $8,666 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 332 | $80.3M | $2.5M | $832,696 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 317 | $69.7M | $2.3M | $7,396 | — | Not published | Form 5500 ↗ |
| 2021 | 318 | $93M | $2.1M | $6,768 | — | Not published | Form 5500 ↗ |
Common questions
Does San Gabriel Valley Water match 401(k) contributions?
The match terms for the San Gabriel Valley Water Company Retirement and Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $2.9M in employer contributions, about $8,666 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the San Gabriel Valley Water 401(k) match vested?
The vesting schedule for the San Gabriel Valley Water Company Retirement and Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the San Gabriel Valley Water 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Inst. Oper. Co. The plan administrator is San Gabriel Valley Water Company.
I left San Gabriel Valley Water. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (San Gabriel Valley Water Company, (626) 448-6183) or the recordkeeper, Fidelity Investments Inst. Oper. Co. The San Gabriel Valley Water old 401(k) page lists the contacts from every plan filing. Find an old San Gabriel Valley Water 401(k)
Data from the public Form 5500 annual reports San Gabriel Valley Water filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with San Gabriel Valley Water. Not financial advice. Report a correction · Methodology