Ray Howlett signed Smart Energy Systems, Inc. DBA Smart Energy Water's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smart Energy Systems, Inc. DBA Smart Energy Water's EIN is 46-0760246.
Download the official 2024 Form 5500 (PDF) for Smart Energy Systems, Inc. DBA Smart Energy Water from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smart Energy Systems, Inc. DBA Smart Energy Water'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONARCH CORPORATE ADVISORS, INC. | 46-3919960 | — | INVESTMENT/FINANCIAL ADVI | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GOLDMAN SACHS LCG INSIGHTS R6 | Registered Investment Companies | — | — | $1.1M | 10.9% | |
| AMERFUNDS 2065 TARG DATERET R6 495 REGISTERED INVESTMENT COMPANY AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 10.5% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $907K | 8.8% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $880K | 8.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $870K | 8.5% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $753K | 7.3% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $629K | 6.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $541K | 5.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $528K | 5.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $412K | 4.0% | |
| AMERFUNDS 2015 TARG DATERET R6 1 REGISTERED INVESTMENT COMPANY AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $396K | 3.9% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $353K | 3.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $240K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $232K | 2.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $203K | 2.0% | |
| VAN STRAT SM CP EQTY - INV | Registered Investment Companies | — | — | $150K | 1.5% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $117K | 1.1% | |
| DFA US LARGE CO FUND I | Registered Investment Companies | — | — | $107K | 1.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $82K | 0.8% | |
| GDS GLOBAL CORE FIXED INC R6 | Registered Investment Companies | — | — | $80K | 0.8% | |
| PAYDEN HIGH INCOME FUND - SI C | Registered Investment Companies | — | — | $58K | 0.6% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $48K | 0.5% | |
| JANUS H OVERSEAS FUND N | Registered Investment Companies | — | — | $47K | 0.5% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $39K | 0.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $34K | 0.3% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $34K | 0.3% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $30K | 0.3% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $26K | 0.2% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $21K | 0.2% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $17K | 0.2% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| AB DISCOVERY VALUE Z | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
