Waters Technologies Corporation's EIN is 04-3234558.
Download the official 2024 Form 5500 (PDF) for Waters Technologies Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Waters Technologies Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), an ESOP.
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 | — | NONE | $417K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $130K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY GROWTH CO COMMINGLED POOL FIDELITY MANAGEMENT TRUST CO · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $240.1M | 19.2% | |
| SPARTAN 500 INDEX POOL CLASS D GEODE CAPITAL MANAGEMENT TRUST COMPANY LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $184.2M | 14.7% | |
| FIAM GT FIDELITY FREEDOM BLEND 2030 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $87.1M | 7.0% | |
| FMTC Waters Corporation Common Stock N/A | Common Stocks | — | — | $68.4M | 5.5% | |
| FIAM GT FIDELITY FREEDOM BLEND 2040 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $57.7M | 4.6% | |
| Self-directed brokerage assets * FMTC Self-Directed BrokerageLink N/A | Self-Directed Brokerage | — | — | $55.3M | 4.4% | |
| FIAM US BOND INDEX COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 212 | Common Collective Trust | — | — | $52.9M | 4.2% | |
| FIAM GT FIDELITY FREEDOM BLEND 2035 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $50.7M | 4.1% | |
| SPARTAN EXTENDED MARKET INDEX POOL GEODE CAPITAL MANAGEMENT TRUST COMPANY LLC · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $49.6M | 4.0% | |
| FIAM GT FIDELITY FREEDOM BLEND 2025 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $45.0M | 3.6% | |
| Fidelity Investments Money Market Government Portfolio - * FMTC Institutional Class N/A | Mutual Funds | — | — | $39.3M | 3.1% | |
| FIAM GT FIDELITY FREEDOM BLEND 2045 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $38.0M | 3.0% | |
| FIAM GT FIDELITY FREEDOM BLEND 2050 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $35.8M | 2.9% | |
| FIAM GT FIDELITY FREEDOM BLEND 2020 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $33.4M | 2.7% | |
| American Funds Washington Mutual Investors Fund - Class American Funds R6 N/A | Mutual Funds | — | — | $31.8M | 2.5% | |
| FMTC Fidelity Diversified International Commingled Pool N/A | Common Collective Trusts | — | — | $29.3M | 2.3% | |
| FIDELITY DIVERISIFIED INTL COMM POO FIDELITY MANAGEMENT TRUST CO · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $29.3M | 2.3% | |
| FIAM GT FIDELITY FREEDOM BLEND 2055 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $24.9M | 2.0% | |
| MassMutual Mid Cap Growth Fund – Class I N/A | Other securities | — | — | $19.4M | 1.6% | |
| SPARTAN TOTAL INTL INDEX POOL GEODE CAPITAL MANAGEMENT TRUST COMPANY LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $16.9M | 1.4% | |
| AMERICAN CENTURY U.S. SMALL CAP VAL SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $16.8M | 1.3% | |
| FIDELITY MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST CO · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $15.8M | 1.3% | |
| FIAM GT FIDELITY FREEDOM BLEND 2060 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $13.1M | 1.1% | |
| Invesco Developing Markets Fund – Class R6 N/A | Mutual Funds | — | — | $11.9M | 1.0% | |
| participants through 2044 - | Other securities | — | — | $8.3M | 0.7% | |
| Allspring Special Mid Cap Value Fund – Class R6 N/A | Mutual Funds | — | — | $5.9M | 0.5% | |
| FIAM GT EBP FREEDOM BLEND INCOME CP FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $5.3M | 0.4% | |
| FIAM GT FIDELITY FREEDOM BLEND 2065 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $4.5M | 0.4% | |
| FIAM GT FIDELITY FREEDOM BLEND 2015 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $4.0M | 0.3% | |
| Waters Corporation Stock Fund * Fidelity Management Trust Company (FMTC) Interest-Bearing Cash N/A | Mutual Funds | — | — | $2.0M | 0.2% | |
| FIAM GT FIDELITY FREEDOM BLEND 2010 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $903K | <0.1% | |
| FIAM GT FIDELITY FREEDOM BLEND 2005 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
