Kaycee RUPE signed U.S. Water Services Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U.S. Water Services Corporation's EIN is 20-0008821.
Download the official 2024 Form 5500 (PDF) for U.S. Water Services Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)U.S. Water Services Corporation'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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $70K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $3K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $93 | — |
| Name | EIN | Location |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| WLMNTRMYWAYRTRMTINDRTRMT R MUTUAL FUNDS | Other securities | — | — | $3.2M | 14.3% | |
| WLMNTRMYWAYRTRMTINDX2045 R MUTUAL FUNDS | Other securities | — | — | $2.8M | 12.6% | |
| WLMNTRMYWAYRTRMTINDX2035 R MUTUAL FUNDS | Other securities | — | — | $2.6M | 11.7% | |
| WLMNTRMYWAYRTRMTINDX2040 R MUTUAL FUNDS | Other securities | — | — | $2.4M | 11.0% | |
| WLMNTRMYWAYRTRMTINDX2030 R MUTUAL FUNDS | Other securities | — | — | $2.4M | 10.7% | |
| WLMNTRBR EQ INDX 1 MUTUAL FUNDS | Other securities | — | — | $2.2M | 9.8% | |
| WLMNTRMYWAYRTRMTINDX2050 R MUTUAL FUNDS | Other securities | — | — | $1.5M | 6.8% | |
| WLMNTRMYWAYRTRMT LGCAPGR R MUTUAL FUNDS | Other securities | — | — | $673K | 3.0% | |
| WLMNTRMYWAYRTRMTINDX2055 R MUTUAL FUNDS | Other securities | — | — | $616K | 2.8% | |
| WLMNTRMYWAYRTRMTINDX2060 R MUTUAL FUNDS | Other securities | — | — | $561K | 2.5% | |
| WLMNTRBR MDCAP EQ INDX 1 MUTUAL FUNDS | Other securities | — | — | $545K | 2.5% | |
| WLMNTRBR RSL 2000 INDX R MUTUAL FUNDS | Other securities | — | — | $401K | 1.8% | |
| WLMNTRMYWAYRTRMTINDX2065 R MUTUAL FUNDS | Other securities | — | — | $305K | 1.4% | |
| WLMNTRMYWAYRTRMT SMCPVAL R MUTUAL FUNDS | Other securities | — | — | $270K | 1.2% | |
| COLOVRSVALMYWYRTRMTINTLVAL MUTUAL FUNDS | Other securities | — | — | $235K | 1.1% | |
| WLMNTRMYWAYRTRMTMLTSCTBD R MUTUAL FUNDS | Other securities | — | — | $193K | 0.9% | |
| WLMNTRBR EAFE EQ INDX R MUTUAL FUNDS | Other securities | — | — | $172K | 0.8% | |
| WLMNTRMYWAYRTRMT REALEST R MUTUAL FUNDS | Other securities | — | — | $166K | 0.7% | |
| WLMNTRMYWAYRTRMT COR BD R MUTUAL FUNDS | Other securities | — | — | $165K | 0.7% | |
| WLMNTRMYWAYRTRMT INTL GR R MUTUAL FUNDS | Other securities | — | — | $132K | 0.6% | |
| WLMNTRMYWAYRTRMT COMDTY R MUTUAL FUNDS | Other securities | — | — | $96K | 0.4% | |
| WLMNTRMYWAYRTRMT SMCAPGR R MUTUAL FUNDS | Other securities | — | — | $91K | 0.4% | |
| MRLY STBL VAL 25 I MUTUAL FUNDS | Other securities | — | — | $80K | 0.4% | |
| WLMNTRBR US DB INDX 1 MUTUAL FUNDS | Other securities | — | — | $78K | 0.4% | |
| WLMNTRMYWAYRTRMT EMRGMKT R MUTUAL FUNDS | Other securities | — | — | $77K | 0.3% | |
| FED HRMS GOV OBLGTNS PRMR MUTUAL FUNDS | Other securities | — | — | $58K | 0.3% | |
| FID 500 INDX MUTUAL FUNDS | Mutual Funds | — | — | $50K | 0.2% | |
| WLMNTRMYWAYRTRMT GLBL BD R MUTUAL FUNDS | Other securities | — | — | $44K | 0.2% | |
| FIDELITY SELECT SEMICONDUCTORS PORTFOLIO MUTUAL FUNDS | Mutual Funds | — | — | $27K | 0.1% | |
| JPM LGCAP GR R6 MUTUAL FUNDS | Other securities | — | — | $25K | 0.1% | |
| WLMNTRMYWAYRTRMT BAL R MUTUAL FUNDS | Other securities | — | — | $20K | <0.1% | |
| NW FIXED SELECT OPTION FIXED ACCOUNT | Other securities | — | — | $10K | <0.1% | |
| WLMNTRMYWAYRTRMT MDCAPGR R MUTUAL FUNDS | Other securities | — | — | $5K | <0.1% | |
| TROWEPR BLUE CHIP GR MUTUAL FUNDS | Other securities | — | — | $5K | <0.1% | |
| JNSHNDRSN GLBLTECH INNOV N MUTUAL FUNDS | Other securities | — | — | $2K | <0.1% | |
| MACQUARIE MID CAP GROWTH FUND - CLASS R6 MUTUAL FUNDS | Other securities | — | — | $2K | <0.1% | |
| PRNCPL MDCAP GR INST MUTUAL FUNDS | Other securities | — | — | $2K | <0.1% | |
| BLKRK IS S P 500 INDX INST MUTUAL FUNDS | Other securities | — | — | $2K | <0.1% | |
| MFS MASS INV GR STK R6 MUTUAL FUNDS | Mutual Funds | — | — | $2K | <0.1% | |
| GDMNSCS SMCPVALINSHTS INST MUTUAL FUNDS | Other securities | — | — | $2K | <0.1% | |
| WLMNTRMYWAYRTRMT LGCPVAL R MUTUAL FUNDS | Other securities | — | — | $2K | <0.1% | |
| WLMNTRBR US TIPS INDX 1 MUTUAL FUNDS | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | NONE | $117K | — |
