Steven Spratt signed Watts Water Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Watts Water Technologies, Inc.'s EIN is 04-2916536.
Download the official 2024 Form 5500 (PDF) for Watts Water Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Watts Water Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $152K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $65K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $74.9M | 21.9% | |
| s * Fidelity Growth Company K6 Fund N/R | Mutual Funds | — | — | $47.5M | 13.9% | |
| Fidelity 500 Index N/R | Common Collective Trusts | — | — | $34.4M | 10.0% | |
| Collective Trusts, including the Stable Value Fund * Fidelity Freedom 2030 Commingled Pool Class D N/R | Stable Value | — | — | $22.0M | 6.4% | |
| FID FRDM 2030 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $22.0M | 6.4% | |
| Fidelity Freedom 2035 Commingled Pool Class D N/R | Common Collective Trusts | — | — | $16.8M | 4.9% | |
| FID FRDM 2035 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $16.8M | 4.9% | |
| Fidelity Freedom 2025 Commingled Pool Class D N/R | Common Collective Trusts | — | — | $16.6M | 4.8% | |
| FID FRDM 2025 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $16.6M | 4.8% | |
| Fidelity Freedom 2040 Commingled Pool Class D N/R | Common Collective Trusts | — | — | $13.4M | 3.9% | |
| FID FRDM 2040 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $13.4M | 3.9% | |
| Fidelity Freedom 2045 Commingled Pool Class D N/R | Common Collective Trusts | — | — | $11.8M | 3.5% | |
| FID FRDM 2045 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $11.8M | 3.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $9.4M | 2.8% | |
| Putnam Larger Cap Value Trust II U N/R | Mutual Funds | — | — | $8.7M | 2.5% | |
| PUTN LRG CP VAL II U GREAT GRAY TRUST COMPANY, LLC · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $8.7M | 2.5% | |
| Fidelity Balanced K6 Fund N/R | Mutual Funds | — | — | $8.1M | 2.4% | |
| Fidelity Freedom 2020 Commingled Pool Class D N/R | Common Collective Trusts | — | — | $7.9M | 2.3% | |
| FID FRDM 2020 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $7.9M | 2.3% | |
| Fidelity Freedom 2050 Commingled Pool Class D N/R | Common Collective Trusts | — | — | $7.6M | 2.2% | |
| FID FRDM 2050 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $7.6M | 2.2% | |
| Fidelity U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $6.4M | 1.9% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $6.3M | 1.8% | |
| Fidelity Freedom 2055 Commingled Pool Class D N/R | Common Collective Trusts | — | — | $5.2M | 1.5% | |
| FID FRDM 2055 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $5.2M | 1.5% | |
| Fidelity Low-Priced Stock Fund K6 N/R | Mutual Funds | — | — | $4.3M | 1.3% | |
| T. Rowe Price T. Rowe Price Diversified Growth - Class I N/R | Other securities | — | — | $4.3M | 1.2% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $4.2M | 1.2% | |
| Fidelity Total Bond K6 Fund N/R | Mutual Funds | — | — | $4.2M | 1.2% | |
| Fidelity Extended Market Index Fund N/R | Common Collective Trusts | — | — | $3.9M | 1.2% | |
| Fidelity Freedom 2060 Commingled Pool Class D N/R | Common Collective Trusts | — | — | $3.4M | 1.0% | |
| FID FRDM 2060 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $3.4M | 1.0% | |
| T. Rowe Price T. Rowe Price Overseas Stock Fund I Class N/R | Other securities | — | — | $3.3M | 1.0% | |
| Participant Loans Notes receivable from participants, with interest rates $0 | Participant loans | — | — | $3.2M | 0.9% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $2.8M | 0.8% | |
| MFS MID CP GROWTH 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $2.4M | 0.7% | |
| Fidelity Freedom INC Commingled Pool Class D N/R | Common Collective Trusts | — | — | $1.7M | 0.5% | |
| FID FRDM INC CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $1.7M | 0.5% | |
| PIMCO RAE US Small Fund Institutional Class N/R | Mutual Funds | — | — | $1.4M | 0.4% | |
| Fidelity Freedom 2010 Commingled Pool Class D N/R | Common Collective Trusts | — | — | $1.4M | 0.4% | |
| FID FRDM 2010 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $1.4M | 0.4% | |
| American Funds American Funds New World Fund Class R-6 N/R | Mutual Funds | — | — | $1.3M | 0.4% | |
| Fidelity Freedom 2015 Commingled Pool Class D N/R | Common Collective Trusts | — | — | $1.3M | 0.4% | |
| FID FRDM 2015 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $1.3M | 0.4% | |
| Fidelity Freedom 2065 Commingled Pool Class D N/R | Common Collective Trusts | — | — | $1.1M | 0.3% | |
| FID FRDM 2065 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $1.1M | 0.3% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $514K | 0.2% | |
| American Funds American Funds American High-Income Trust Class R N/R | Mutual Funds | — | — | $371K | 0.1% | |
| Principal Real Estate Securities Fund Class R-6 N/R | Other securities | — | — | $217K | <0.1% | |
| Fidelity Government Cash Reserve N/R | Mutual Funds | — | — | $124K | <0.1% |
