Back to filter
Original filing (PDF)20251014173108NAL0007037730001
ABSOPURE WATER COMPANY, ET AL.
Form 5500
FILING_RECEIVED
ABSOPURE WATER COMPANY, ET AL. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4,554
Accounts w/ balance
5,297
Plan assets (EOY)
$474.2M
Net assets (EOY)
$474.2M
How this plan invests
This plan
15 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABSOPURE WATER COMPANY, ET AL..
Plan sponsor
Name
ABSOPURE WATER COMPANY, ET AL.
EIN
38-2418014
Address
41605 ANN ARBOR RD. · PLYMOUTH, MI · 48170
Phone
(734) 455-3600
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $374K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $75K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | — | TROY, MI | AUDITOR | $53K | — |
Investments
9 direct securities · 15 pooled funds· $466.7M(98% of reported assets)
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.
Common Collective Trust
$288.7M
11 holdings
Uncategorized
$109.5M
9 holdings
Pooled Separate Account
$68.5M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND M BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $52.5M | 11.1% | |
| Empower Annuity Insurance Company Guaranteed Income Fund, at contract value | — | — | — | $48.2M | 10.2% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $42.4M | 8.9% | |
| LIFEPATH INDEX 2030 FUND L BLACKROCK FUNDS · EIN 45-2791033 / PN 001 | Common Collective Trust | — | — | $41.4M | 8.7% | |
| LIFEPATH INDEX 2035 FUND L BLACKROCK FUNDS · EIN 45-2791065 / PN 001 | Common Collective Trust | — | — | $35.1M | 7.4% | |
| LIFEPATH INDEX 2040 FUND L BLACKROCK FUNDS · EIN 45-2795948 / PN 001 | Common Collective Trust | — | — | $32.7M | 6.9% | |
| LIFEPATH INDEX RETIREMENT FUND L BLACKROCK FUNDS · EIN 45-2796136 / PN 001 | Common Collective Trust | — | — | $31.6M | 6.7% | |
| LIFEPATH INDEX 2045 FUND L BLACKROCK FUNDS · EIN 45-2795992 / PN 001 | Common Collective Trust | — | — | $26.2M | 5.5% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $24.3M | 5.1% | |
| LIFEPATH INDEX 2050 FUND L BLACKROCK FUNDS · EIN 45-2796042 / PN 001 | Common Collective Trust | — | — | $23.4M | 4.9% | |
| Participants Notes receivable through 2053, interest rates ranging from 4.25% to 10.50% with various maturities | — | — | — | $17.6M | 3.7% | |
| LARGE CAP VALUE I (MANAGED BY JP MO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $13.9M | 2.9% | |
| LIFEPATH INDEX 2055 FUND L BLACKROCK FUNDS · EIN 45-2796084 / PN 001 | Common Collective Trust | — | — | $12.6M | 2.7% | |
| Fidelity Management & Research Company LLC Fidelity Small Cap Index | — | — | — | $12.1M | 2.5% | |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $11.5M | 2.4% | |
| Massachusetts Financial Services Company MFS International Diversification R3 | — | — | — | $9.5M | 2.0% | |
| LIFEPATH INDEX 2060 FUND L BLACKROCK FUNDS · EIN 47-1967488 / PN 001 | Common Collective Trust | — | — | $8.7M | 1.8% | |
| Pacific Investment Management Co. LLC PIMCO Income Fund Institutional Class | — | — | — | $7.5M | 1.6% | |
| New York Life Insurance Company Guaranteed Interest Account, at contract value | — | — | — | $5.4M | 1.1% | |
| Vanguard Group, Inc. Vanguard Total International Stock Index Admiral | — | — | — | $4.4M | 0.9% | |
| Victory Capital Management Inc. Victory Sycamore Established Value R6 | — | — | — | $3.2M | 0.7% | |
| Principal Global Investors, LLC Principal Diversified Real Asset Fund R6 | — | — | — | $1.6M | 0.3% | |
| AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $747K | 0.2% | |
| LIFEPATH INDEX 2025 FUND L BLACKROCK FUNDS · EIN 45-2790976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |