Chuck Abbott signed Watermill Express LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Watermill Express LLC's EIN is 42-1601440.
Download the official 2024 Form 5500 (PDF) for Watermill Express LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Watermill Express LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFAM CAPITAL | 47-2600132 | — | NONE | $19K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.5M | 98.5% | |
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $9.5M | 98.5% | |
| [Assets held in participant loans] | Other | — | — | $146K | 1.5% |
