Craig Bartyzal signed Badger Utility Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Badger Utility Holdings, LLC's EIN is 47-3239666.
Download the official 2024 Form 5500 (PDF) for Badger Utility Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Badger Utility Holdings, 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 |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $3.4M | 20.8% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $1.7M | 10.6% | |
| Vanguard Index TR 500 Admiral Shares | Mutual Funds | — | — | $1.6M | 9.7% | |
| ASSOC GROWTH BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | — | — | $1.3M | 8.1% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $1.3M | 7.9% | |
| ASSOCIATED GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $1.2M | 7.5% | |
| Harbor Capital Appreciation Fund - Retirement | Other securities | — | — | $1.2M | 7.3% | |
| Goldman Sachs Growth Opportunity Instl | Other securities | — | — | $791K | 4.9% | |
| T Rowe Price Equity Income Fund - I | Mutual Funds | — | — | $735K | 4.5% | |
| T Rowe Price Overseas Stock Fund | Mutual Funds | — | — | $473K | 2.9% | |
| AM FDS Europacific Growth Fund Class R6 | Other securities | — | — | $457K | 2.8% | |
| Janus Henderson Mid Cap Value | Mutual Funds | — | — | $457K | 2.8% | |
| Wasatch Small Cap Growth Fund - Inst | Other securities | — | — | $446K | 2.7% | |
| AM FDS New World Fund R6 | Other securities | — | — | $304K | 1.9% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $300K | 1.8% | |
| Vanguard Small Cap Index - Admiral | Mutual Funds | — | — | $241K | 1.5% | |
| ASSOCIATED SHORT TERM BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6204063 / PN 001 | Common Collective Trust | — | — | $161K | 1.0% | |
| Conservative Balanced Lifestage Fund | Other securities | — | — | $158K | 1.0% | |
| ASSOC CONSERV BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | — | — | $158K | 1.0% | |
| Participant Loans Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $57K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
