Robert Capko signed Middlesex Water Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Middlesex Water Co.'s EIN is 22-1114430.
Download the official 2024 Form 5500 (PDF) for Middlesex Water Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Middlesex Water Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $4K | — |
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 Blue Chip Growth Fund - Class K | Mutual Funds | — | — | $15.0M | 19.2% | |
| Fidelity Contrafund - Class K | Mutual Funds | — | — | $8.4M | 10.7% | |
| Fidelity 500 Index Fund - Premium Class | Common Collective Trusts | — | — | $5.9M | 7.5% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $5.7M | 7.2% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $5.1M | 6.5% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $3.9M | 4.9% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $3.7M | 4.7% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $3.6M | 4.5% | |
| Fidelity OTC Portfolio | Mutual Funds | — | — | $3.4M | 4.3% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $3.2M | 4.1% | |
| Fidelity Money Market Trust Government Money Market Portfolio | Mutual Funds | — | — | $2.7M | 3.5% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $2.3M | 2.9% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $2.1M | 2.7% | |
| Allspring Special Mid Cap Value IS | Other securities | — | — | $1.6M | 2.0% | |
| Fidelity Worldwide Fund | Mutual Funds | — | — | $1.4M | 1.8% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $1.4M | 1.8% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $1.1M | 1.4% | |
| Participant Loan Balances maturing 2025-2030 | Participant loans | — | — | $926K | 1.2% | |
| Participant Directed Brokerage Accounts - Fidelity | Self-Directed Brokerage | — | — | $899K | 1.1% | |
| PIF Small Cap | Other securities | — | — | $698K | 0.9% | |
| Fidelity Telecom and Utilities Fund | Mutual Funds | — | — | $678K | 0.9% | |
| Fidelity Extended Market Index Fund - Premium Class | Common Collective Trusts | — | — | $651K | 0.8% | |
| Fidelity Janus Henderson Enterprise Fund Class I | Mutual Funds | — | — | $452K | 0.6% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $432K | 0.6% | |
| Fidelity International Discovery Fund - Class K | Mutual Funds | — | — | $367K | 0.5% | |
| Causeway Emerging Markets Fund Class | Other securities | — | — | $329K | 0.4% | |
| Fidelity U.S. Bond Index Fund - Premium Class | Common Collective Trusts | — | — | $308K | 0.4% | |
| Fidelity Freedom K Income Fund | Mutual Funds | — | — | $217K | 0.3% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $211K | 0.3% | |
| Fidelity Freedom 2070 Fund 232 Fidelity Managed Income Portfolio Class I | Mutual Funds | — | — | $198K | 0.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $198K | 0.3% | |
| T. Rowe Price T. Rowe Price Equity Income Fund | Other securities | — | — | $186K | 0.2% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $166K | 0.2% | |
| Fidelity Global ex U.S. Index Fund - Premium Class | Common Collective Trusts | — | — | $157K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
