Total Water Treatment Systems, Inc.'s EIN is 39-1767752.
Download the official 2024 Form 5500 (PDF) for Total Water Treatment Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Total Water Treatment Systems, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWICH, CO | RECORDKEEPER | $22K | — |
| ASCENSUS HOLDINGS, INC. | — | SAN DIEGO, CA | CONTRACT ADMIN | $2K | — |
| EMPOWER ADVISORY GROUP | — | GREENWICH, CO | INV. MANAGER | $141 | — |
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 500 Index N/A | Common Collective Trusts | — | — | $801K | 13.0% | |
| Fidelity Large Cap Growth Index N/A | Mutual Funds | — | — | $578K | 9.4% | |
| Fidelity International Index N/A | Mutual Funds | — | — | $419K | 6.8% | |
| Fidelity Mid Cap Index N/A | Mutual Funds | — | — | $373K | 6.1% | |
| Columbia Dividend Income Institutional 3 N/A | Other securities | — | — | $362K | 5.9% | |
| Fidelity U.S. Bond Index N/A | Mutual Funds | — | — | $338K | 5.5% | |
| Nuveen Lifecycle Index 2060 R6 N/A | Mutual Funds | — | — | $265K | 4.3% | |
| Nuveen Lifecycle Index 2055 R6 N/A | Mutual Funds | — | — | $240K | 3.9% | |
| American Funds New World R6 N/A | Mutual Funds | — | — | $237K | 3.9% | |
| BlackRock Mid-Cap Value Class K N/A | Other securities | — | — | $215K | 3.5% | |
| Fidelity Mid Cap Growth Index N/A | Mutual Funds | — | — | $207K | 3.4% | |
| Invesco Global Y N/A | Mutual Funds | — | — | $185K | 3.0% | |
| Nuveen Lifecycle Index 2045 R6 N/A | Mutual Funds | — | — | $175K | 2.8% | |
| MFS International Growth R6 N/A | Mutual Funds | — | — | $174K | 2.8% | |
| Dodge & Cox Income - I N/A | Mutual Funds | — | — | $165K | 2.7% | |
| Nuveen Lifecycle Index 2050 R6 N/A | Mutual Funds | — | — | $153K | 2.5% | |
| American Funds American Balanced R6 N/A | Mutual Funds | — | — | $124K | 2.0% | |
| Allspring Special Small Cap Value Institutional N/A | Other securities | — | — | $118K | 1.9% | |
| Janus Henderson Triton T N/A | Mutual Funds | — | — | $113K | 1.8% | |
| Lord Abbett Bond Debenture R6 N/A | U.S. Treasuries | — | — | $112K | 1.8% | |
| Columbia Overseas Value Institutional 3 N/A | Other securities | — | — | $92K | 1.5% | |
| Nuveen Lifecycle Index 2040 R6 N/A | Mutual Funds | — | — | $75K | 1.2% | |
| Nuveen Lifecycle Index 2035 R6 N/A | Mutual Funds | — | — | $73K | 1.2% | |
| American Funds Small Cap World R6 N/A | Mutual Funds | — | — | $71K | 1.2% | |
| Vanguard Real Estate Index Admiral N/A | Mutual Funds | — | — | $70K | 1.1% | |
| Fidelity Small Cap Index N/A | Mutual Funds | — | — | $67K | 1.1% | |
| Nuveen Lifecycle Index 2065 R6 N/A | Mutual Funds | — | — | $64K | 1.0% | |
| Notes receivable from participants, interest (4.25% - 9.50%) - 0 - | Bonds / Notes | — | — | $56K | 0.9% | |
| Nuveen Lifecycle Index 2030 R6 N/A | Mutual Funds | — | — | $56K | 0.9% | |
| PUTMAN STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $55K | 0.9% | |
| Nuveen Lifecycle Index 2025 R6 N/A | Mutual Funds | — | — | $41K | 0.7% | |
| Vanguard Wellesley Income Admiral N/A | Mutual Funds | — | — | $20K | 0.3% | |
| Nuveen Lifecycle Index Retirement Income R6 N/A | Mutual Funds | — | — | $17K | 0.3% | |
| American Funds New Perspective R6 N/A | Mutual Funds | — | — | $16K | 0.3% | |
| Nuveen Lifecycle Index 2020 R6 N/A | Mutual Funds | — | — | $11K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PRIVATE ADVISOR GROUP | — | MORRISTOWN, NJ | INVESTMENT ADVISOR | $30K | — |
