Caddick Utilities LLC's EIN is 26-3945873.
Download the official 2024 Form 5500 (PDF) for Caddick Utilities LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Caddick Utilities LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | 31-4156830 | — | RECORD KEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | — | FINANCIAL ADVISOR | $27K | — |
| PRO ACCOUNT |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $22.0M | 85.9% | |
| QUAL PLANS VARIABLE ACCOUNT NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $2.4M | 9.3% | |
| [Assets held in participant loans] | Other | — | — | $614K | 2.4% |
| 73-0988442 |
| — |
| INVESTMENT ADVISORY |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELAWARE VALLEY RETIREMENT INC | 20-2055473 | — | THIRD PARTY ADMIN | $9K | — |
