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Original filing (PDF)20250611072709NAL0015531553001
AQUARIUS WATER CONDITIONING
Form 5500
FILING_RECEIVED
AQUARIUS WATER CONDITIONING 401(K) PLAN
401(k) retirement plan
Active participants
265
Accounts w/ balance
145
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AQUARIUS WATER CONDITIONING.
Plan sponsor
Name
AQUARIUS WATER CONDITIONING
EIN
41-1687493
Address
3180 COUNTRY DRIVE · LITTLE CANADA, MN · 55117
Phone
(651) 777-0448
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-06-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REDPATH AND COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | — | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMPACT RETIREMENT ADVISORS, LLC | — | SAVAGE, MN | FINANCIAL ADVISOR | $9K | — |
Investments
32 direct securities · 1 pooled fund· $8.5M(100% 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.
Uncategorized
$8.3M
32 holdings
Common Collective Trust
$256K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| E-Valuator Agg Growth RMS S Mutual Fund | — | — | — | $1.8M | 21.3% | |
| E-Valuator Moderate RMS S Mutual Fund | — | — | — | $1.2M | 14.6% | |
| Putnam Growth Opportunities Fund Y Mutual fund | — | — | — | $1.1M | 13.1% | |
| E-Valuator Growth RMS Fund R4 Mutual fund | — | — | — | $1.0M | 11.8% | |
| Fidelity 500 Index Institutional Prem Mutual fund | — | — | — | $411K | 4.8% | |
| American Funds American Balanced R6 Mutual fund | — | — | — | $405K | 4.8% | |
| Vanguard Value Index Adm Mutual fund | — | — | — | $294K | 3.4% | |
| METLIFE STABLE VALUE FUND RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $256K | 3.0% | |
| Blackrock Lifepath Indx 2055 Mutual fund | — | — | — | $253K | 3.0% | |
| E-Valuator Conservative/Moderate RMS Fund Srv Mutual fund | — | — | — | $226K | 2.6% | |
| Voya Target Retirement 2035 R6 Mutual fund | — | — | — | $204K | 2.4% | |
| Voya Target Retirement 2045 R6 Mutual fund | — | — | — | $168K | 2.0% | |
| E-Valuator Conservative RMS Fund Srv Mutual fund | — | — | — | $159K | 1.9% | |
| Pioneer Multi-Asset Income Y Mutual fund | — | — | — | $113K | 1.3% | |
| PGIM Jennison Small Co Q Mutual fund | — | — | — | $102K | 1.2% | |
| Jpmorgan Mid Cap Growth-R6 Mutual fund | — | — | — | $93K | 1.1% | |
| Victory RS Global R6 Mutual fund | — | — | — | $91K | 1.1% | |
| PGIM High Yield R6 Mutual fund | — | — | — | $86K | 1.0% | |
| Baird Core Plus Bond Inst Mutual fund | — | — | — | $67K | 0.8% | |
| Victory Sycamore Established Value R6 Mutual fund | — | — | — | $66K | 0.8% | |
| American Funds New World R6 Mutual fund | — | — | — | $63K | 0.7% | |
| Principal Overseas Instl Mutual fund | — | — | — | $61K | 0.7% | |
| T. ROWE Price Retirement 2025 Mutual fund | — | — | — | $49K | 0.6% | |
| E-Valuator Very Conservative RMS Fund Srv Mutual fund | — | — | — | $44K | 0.5% | |
| Bridgeway Small-Cap Value Mutual fund | — | — | — | $28K | 0.3% | |
| DFA Two-Yr Global Fix Inc Mutual fund | — | — | — | $25K | 0.3% | |
| GS GQG Partners Intl Opp R6 Mutual fund | — | — | — | $22K | 0.3% | |
| Franklin Convertible securities R6 Mutual fund | — | — | — | $17K | 0.2% | |
| WCM International Small Cap Growth Mutual fund | — | — | — | $15K | 0.2% | |
| Dimensional 2065 TD RET Inc I Mutual fund | — | — | — | $10K | 0.1% | |
| Fidelity Intermediate Treasury Bond Index Fund Mutual fund | — | — | — | $7K | <0.1% | |
| Vanguard ST Inflprot Sec IDX A Mutual fund | — | — | — | $2K | <0.1% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $2K | <0.1% |
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