Alexander Towery signed H2O.AI, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H2O.AI, Inc.'s EIN is 45-4660094.
Download the official 2024 Form 5500 (PDF) for H2O.AI, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H2O.AI, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES, INC. | 80-0833114 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.3M | 13.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.3M | 13.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.2M | 11.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.1M | 11.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $668K | 6.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $667K | 6.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $626K | 6.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $388K | 3.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $370K | 3.7% | |
| Lord Abbett Short Duration Income R2 Fund Mutual Fund | Mutual Funds | — | — | $256K | 2.5% | |
| BlackRock Health Sciences Opportunities R Fund Mutual Fund | Other securities | — | — | $246K | 2.4% | |
| PIMCO Short-Term Fund Mutual Fund | Mutual Funds | — | — | $243K | 2.4% | |
| Janus Henderson Enterprise Fund Class N Mutual Fund | Mutual Funds | — | — | $217K | 2.1% | |
| JPMorgan Equity Income Fund Class R6 Mutual Fund | Other securities | — | — | $202K | 2.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $182K | 1.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $177K | 1.7% | |
| Victory Sycamore Established Value Fund Mutual Fund | Other securities | — | — | $175K | 1.7% | |
| Columbia Seligman Technology and Information Fund Institutional 3 Class Mutual Fund | Other securities | — | — | $159K | 1.6% | |
| MFS International Diversification Fund Class R6 Mutual Fund | Mutual Funds | — | — | $132K | 1.3% | |
| PIMCO Income Fund Mutual Fund | Mutual Funds | — | — | $124K | 1.2% | |
| (E) | Other securities | — | — | $75K | 0.7% | |
| Notes receivable from participants Maturing through 2029 | Other securities | — | — | $75K | 0.7% | |
| Janus Henderson Triton Fund Class N Mutual Fund | Mutual Funds | — | — | $69K | 0.7% | |
| Royce Small-Cap Opportunity Fund Mutual Fund | Other securities | — | — | $45K | 0.4% | |
| (E) | Other securities | — | $2K | $45K | 0.4% | |
| (E) | Other securities | — | — | $40K | 0.4% | |
| Alger Capital Appreciation Institutional Fund Class Y Mutual Fund | Other securities | — | — | $40K | 0.4% | |
| Neuberger Berman Real Estate Fund Class R6 Mutual Fund | Other securities | — | — | $36K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $25K | 0.2% | |
| JP Morgan Core Plus Bond Fund Class R6 Mutual Fund | Other securities | — | — | $13K | 0.1% | |
| JP Morgan Core Bond Fund Class R6 Mutual Fund | Other securities | — | — | $8K | <0.1% | |
| Columbia Emerging Markets Fund Institutional 3 Class Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| PIMCO Commodity RealReturn Strategy Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
