John Bizub signed Watertronics, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Watertronics, LLC's EIN is 39-1794482.
Download the official 2024 Form 5500 (PDF) for Watertronics, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Watertronics, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHNSON BANK | 39-1141446 | — | NONE | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $2.4M | 21.9% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.0M | 18.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.1M | 10.4% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $551K | 5.1% | |
| Harbor Capital Appreciation Fund Retirement Class | Other securities | — | — | $430K | 3.9% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $387K | 3.6% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $376K | 3.5% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $374K | 3.4% | |
| Vanguard LifeStrategy Growth Fund Investor Shares | Mutual Funds | — | — | $327K | 3.0% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $277K | 2.5% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $273K | 2.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $242K | 2.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $207K | 1.9% | |
| Hood River Small-Cap Growth Fund Retirement Shares | Other securities | — | — | $195K | 1.8% | |
| Vanguard LifeStrategy Conservative Growth Fund Investor Shares | Mutual Funds | — | — | $158K | 1.4% | |
| Principal MidCap Fund Institutional Class | Other securities | — | — | $152K | 1.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $130K | 1.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $119K | 1.1% | |
| Baird Core Plus Bond Fund Class Institutional | Other securities | — | — | $99K | 0.9% | |
| Various maturity dates through 2034 with interest rates ranging * Notes receivable from participants between 4.25% - 9.50% | Bonds / Notes | — | — | $99K | 0.9% | |
| Vanguard International Value Fund Investor Shares 498 PIMCO Income Fund Institutional Class 204 Vanguard Strategy Moderate Growth Fund 410 Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $94K | 0.9% | |
| Fidelity Money Market Money Market Government Portfolio - Class 1 | Mutual Funds | — | — | $79K | 0.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $65K | 0.6% | |
| John Hancock Disciplined Value Fund Class R6 | Other securities | — | — | $29K | 0.3% | |
| American Funds EuroPacific Growth Fund Class R-6 | Mutual Funds | — | — | $16K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $15K | 0.1% | |
| John Hancock Disciplined Value Mid Cap Fund Class R6 | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
