Stephen Eagland signed Essential Utilities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Essential Utilities, Inc.'s EIN is 23-1702594.
Download the official 2024 Form 5500 (PDF) for Essential Utilities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Essential Utilities, Inc.'s plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, automatic enrollment, 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 | $222K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP, LLC | 37-6572947 | — | INVESTMENT ADVISOR | $264K |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund N/A | Mutual Funds | — | — | $85.7M | 13.7% | |
| T. Rowe Price Retirement 2035 Fund N/A | Mutual Funds | — | — | $68.8M | 11.0% | |
| T. Rowe Price Retirement 2040 Fund N/A | Mutual Funds | — | — | $49.1M | 7.9% | |
| T. Rowe Price Retirement 2050 Fund N/A | Mutual Funds | — | — | $47.9M | 7.7% | |
| T. Rowe Price Retirement 2045 Fund N/A | Mutual Funds | — | — | $46.1M | 7.4% | |
| T. Rowe Price Retirement 2025 Fund N/A | Mutual Funds | — | — | $45.1M | 7.2% | |
| Essential Utilities, Inc. common stock N/A | Common Stocks | — | — | $39.8M | 6.4% | |
| T. Rowe Price Retirement 2055 Fund N/A | Mutual Funds | — | — | $35.2M | 5.6% | |
| Vanguard 500 Index Fund, Admiral N/A | Mutual Funds | — | — | $31.1M | 5.0% | |
| T. Rowe Price Retirement 2020 Fund N/A | Mutual Funds | — | — | $22.0M | 3.5% | |
| TRP STABLE VALUE P T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 003 | Common Collective Trust | — | — | $21.0M | 3.4% | |
| T. Rowe Price Retirement 2060 Fund N/A | Mutual Funds | — | — | $17.4M | 2.8% | |
| JP Morgan US Equity Fund R6 N/A | Mutual Funds | — | — | $13.9M | 2.2% | |
| Participant Loans** Interest rates 4.25% to 8.50% (maturity date - | Bonds / Notes | — | — | $11.0M | 1.8% | |
| PGIM Total Return Bond R6 N/A | Mutual Funds | — | — | $10.7M | 1.7% | |
| MFS Massachusetts Inv Gr Stk N/A | Mutual Funds | — | — | $8.4M | 1.3% | |
| Vanguard Windsor II Fund, Admiral N/A | Mutual Funds | — | — | $6.7M | 1.1% | |
| T. Rowe Price Retirement 2065 Fund N/A | Mutual Funds | — | — | $6.2M | 1.0% | |
| Fidelity Balanced K Fund N/A | Mutual Funds | — | — | $6.0M | 1.0% | |
| Dodge & Cox International Stock Fund N/A | Mutual Funds | — | — | $5.8M | 0.9% | |
| T. Rowe Price Retirement 2015 Fund N/A | Mutual Funds | — | — | $5.6M | 0.9% | |
| Vanguard Total International Stock, Admiral N/A | Mutual Funds | — | — | $5.4M | 0.9% | |
| Vanguard Treasury Money Market N/A | Mutual Funds | — | — | $5.0M | 0.8% | |
| Vanguard Mid-Cap Index Fund, Admiral N/A | Mutual Funds | — | — | $4.1M | 0.7% | |
| Vanguard Small-Cap Index Fund, Admiral N/A | Mutual Funds | — | — | $3.9M | 0.6% | |
| Blackrock Midcap Growth Equity Instl N/A | Mutual Funds | — | — | $3.2M | 0.5% | |
| Fidelity Value Fund K N/A | Mutual Funds | — | — | $3.0M | 0.5% | |
| T. Rowe Price QM US Small-Cap Growth Equity Mutual Fund N/A | Other securities | — | — | $2.8M | 0.4% | |
| American Funds EuroPacific Growth Fund N/A | Mutual Funds | — | — | $2.7M | 0.4% | |
| Neuberger Berman Genesis Fund, Instl N/A | Mutual Funds | — | — | $1.5M | 0.2% | |
| American Beacon Small Cap Value Fund R5 N/A | Mutual Funds | — | — | $1.0M | 0.2% | |
| T. Rowe Price Retirement 2010 Fund N/A | Mutual Funds | — | — | $921K | 0.1% | |
| T. Rowe Price Retirement 2005 Fund N/A | Mutual Funds | — | — | $703K | 0.1% | |
| T. Rowe Price Retirement Balanced Fund N/A | Mutual Funds | — | — | $314K | <0.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | 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.
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $96K | — |
| GLOBAL RETIREMENT PARNERS | 47-1411118 | — | CONSULTANT | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAEGRE DRINKER BIDDLE & REATH LLP | 41-0244008 | — | ATTORNEY/LEGAL | $19K | — |
| HOLLAND & KNIGHT LLP | 59-0663819 | — | ATTORNEY/LEGAL | $16K | — |
