My Plan Facts

Employers › California

Employer · plans filed under one EIN

Eki Environment & Water, Inc.

Daly City, CA · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$40.0Mnet assets across plans
305participant records245 active
$780Kemployer contributions, latest plan years$3,184 per active record
$96KSchedule C compensation to organisations$314.70 per participant record

Eki Environment & Water, Inc., based in Daly City, California, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 305 participant records and $40.0M in net assets.

The largest is Eki Environment & Water, Inc. 401(k) Plan, a 401(k) plan with 155 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $780K and participant contributions $1.8M in the latest plan years; benefits paid were $4.2M. Schedule C compensation reported to service provider organisations totalled $96K.

Combined net assets moved from $7.7M in 2021 to $40.0M in 2024 (up 418%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Eki Environment & Water, Inc. 401(k) Plan401(k) plan2024155$31.9M$205,876$3,846$58K
Eki Environment & Water, Inc. Employee Stock Ownership Planemployee stock ownership plan2024150$8.1M$54,092$2,435$37K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2021: $7.7M2022: $7.8M2023: $35.0M2024: $40.0M$7.7M$40.0M202020222024
Combined net assets
2020: 1032021: 1202022: 1312023: 2802024: 305103305202020222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242305$40.0M$780K$1.8M
20232280$35.0M$583K$1.6M
20221131$7.8M$150K$0
20211120$7.7M$300K$0
20201103$0$0$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Cambridge Investment Research Inc.Investment advisory (plan)1$24,000
Capital Group Retirement Plan Servi—1$15,553
Prudent Fiduciary Services, LLCTrustee (discretionary)1$14,019
Transition Financial Strategies LLCContract Administrator1$13,431
California Retirement Plans Inc.Contract Administrator1$10,402
Newport Valuations, Inc.Valuation (appraisals, etc.)1$10,037
Eki Environment & Water, Inc.Accounting (including auditing)1$8,540

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Cambridge Investment Research Inc.$24K
Capital Group Retirement Plan Servi$16K
Prudent Fiduciary Services, LLC$14K
Transition Financial Strategies LLC$13K
California Retirement Plans Inc.$10K
Newport Valuations, Inc.$10K
Eki Environment & Water, Inc.$8,540

Questions and answers

How many retirement plans does Eki Environment & Water, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Eki Environment & Water, Inc. 401(k) Plan and Eki Environment & Water, Inc. Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Eki Environment & Water, Inc. contribute to its plans?

$780,000 in employer contributions across these plans in their latest plan years, about $3,184 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Cambridge Investment Research Inc., Capital Group Retirement Plan Servi, Prudent Fiduciary Services, LLC and Transition Financial Strategies LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.