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Original filing (PDF)20251015094258NAL0005693920001
U.S. WATER SERVICES CORPORATION
Form 5500
FILING_RECEIVED
U.S. WATER SERVICES CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 2
~85 bps in Sched C feesNo recordkeeper disclosed
Active participants
777
Accounts w/ balance
865
Plan assets (EOY)
$22.2M
Net assets (EOY)
$22.2M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 85 bps in Schedule C fees — 195% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.S. WATER SERVICES CORPORATION.
Plan sponsor
Name
U.S. WATER SERVICES CORPORATION
EIN
20-0008821
Address
4939 CROSS BAYOU BLVD · NEW PORT RICHEY, FL · 346520000
Phone
(727) 848-8292
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
BRIMMER, BUREK & KELLAN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | NONE | $117K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $70K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $3K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $93 | — |
Investments
42 direct securities· $22.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WLMNTRMYWAYRTRMTINDRTRMT R MUTUAL FUNDS | — | — | — | $3.2M | 14.3% | |
| WLMNTRMYWAYRTRMTINDX2045 R MUTUAL FUNDS | — | — | — | $2.8M | 12.6% | |
| WLMNTRMYWAYRTRMTINDX2035 R MUTUAL FUNDS | — | — | — | $2.6M | 11.7% | |
| WLMNTRMYWAYRTRMTINDX2040 R MUTUAL FUNDS | — | — | — | $2.4M | 11.0% | |
| WLMNTRMYWAYRTRMTINDX2030 R MUTUAL FUNDS | — | — | — | $2.4M | 10.7% | |
| WLMNTRBR EQ INDX 1 MUTUAL FUNDS | — | — | — | $2.2M | 9.8% | |
| WLMNTRMYWAYRTRMTINDX2050 R MUTUAL FUNDS | — | — | — | $1.5M | 6.8% | |
| WLMNTRMYWAYRTRMT LGCAPGR R MUTUAL FUNDS | — | — | — | $673K | 3.0% | |
| WLMNTRMYWAYRTRMTINDX2055 R MUTUAL FUNDS | — | — | — | $616K | 2.8% | |
| WLMNTRMYWAYRTRMTINDX2060 R MUTUAL FUNDS | — | — | — | $561K | 2.5% | |
| WLMNTRBR MDCAP EQ INDX 1 MUTUAL FUNDS | — | — | — | $545K | 2.5% | |
| WLMNTRBR RSL 2000 INDX R MUTUAL FUNDS | — | — | — | $401K | 1.8% | |
| WLMNTRMYWAYRTRMTINDX2065 R MUTUAL FUNDS | — | — | — | $305K | 1.4% | |
| WLMNTRMYWAYRTRMT SMCPVAL R MUTUAL FUNDS | — | — | — | $270K | 1.2% | |
| COLOVRSVALMYWYRTRMTINTLVAL MUTUAL FUNDS | — | — | — | $235K | 1.1% | |
| WLMNTRMYWAYRTRMTMLTSCTBD R MUTUAL FUNDS | — | — | — | $193K | 0.9% | |
| WLMNTRBR EAFE EQ INDX R MUTUAL FUNDS | — | — | — | $172K | 0.8% | |
| WLMNTRMYWAYRTRMT REALEST R MUTUAL FUNDS | — | — | — | $166K | 0.7% | |
| WLMNTRMYWAYRTRMT COR BD R MUTUAL FUNDS | — | — | — | $165K | 0.7% | |
| WLMNTRMYWAYRTRMT INTL GR R MUTUAL FUNDS | — | — | — | $132K | 0.6% | |
| WLMNTRMYWAYRTRMT COMDTY R MUTUAL FUNDS | — | — | — | $96K | 0.4% | |
| WLMNTRMYWAYRTRMT SMCAPGR R MUTUAL FUNDS | — | — | — | $91K | 0.4% | |
| MRLY STBL VAL 25 I MUTUAL FUNDS | — | — | — | $80K | 0.4% | |
| WLMNTRBR US DB INDX 1 MUTUAL FUNDS | — | — | — | $78K | 0.4% | |
| WLMNTRMYWAYRTRMT EMRGMKT R MUTUAL FUNDS | — | — | — | $77K | 0.3% | |
| FED HRMS GOV OBLGTNS PRMR MUTUAL FUNDS | — | — | — | $58K | 0.3% | |
| FID 500 INDX MUTUAL FUNDS | — | — | — | $50K | 0.2% | |
| WLMNTRMYWAYRTRMT GLBL BD R MUTUAL FUNDS | — | — | — | $44K | 0.2% | |
| FIDELITY SELECT SEMICONDUCTORS PORTFOLIO MUTUAL FUNDS | — | — | — | $27K | 0.1% | |
| JPM LGCAP GR R6 MUTUAL FUNDS | — | — | — | $25K | 0.1% | |
| WLMNTRMYWAYRTRMT BAL R MUTUAL FUNDS | — | — | — | $20K | <0.1% | |
| NW FIXED SELECT OPTION FIXED ACCOUNT | — | — | — | $10K | <0.1% | |
| WLMNTRMYWAYRTRMT MDCAPGR R MUTUAL FUNDS | — | — | — | $5K | <0.1% | |
| TROWEPR BLUE CHIP GR MUTUAL FUNDS | — | — | — | $5K | <0.1% | |
| JNSHNDRSN GLBLTECH INNOV N MUTUAL FUNDS | — | — | — | $2K | <0.1% | |
| MACQUARIE MID CAP GROWTH FUND - CLASS R6 MUTUAL FUNDS | — | — | — | $2K | <0.1% | |
| PRNCPL MDCAP GR INST MUTUAL FUNDS | — | — | — | $2K | <0.1% | |
| BLKRK IS S P 500 INDX INST MUTUAL FUNDS | — | — | — | $2K | <0.1% | |
| MFS MASS INV GR STK R6 MUTUAL FUNDS | — | — | — | $2K | <0.1% | |
| GDMNSCS SMCPVALINSHTS INST MUTUAL FUNDS | — | — | — | $2K | <0.1% | |
| WLMNTRMYWAYRTRMT LGCPVAL R MUTUAL FUNDS | — | — | — | $2K | <0.1% | |
| WLMNTRBR US TIPS INDX 1 MUTUAL FUNDS | — | — | — | $1K | <0.1% |