American Water Resources LLC, DBA Oncourse Home Solutions' EIN is 54-0912221.
Download the official 2024 Form 5500 (PDF) for American Water Resources LLC, DBA Oncourse Home Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Water Resources LLC, DBA Oncourse Home Solutions' 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $118K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE TR 2030 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $5.3M | 13.2% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2045 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $4.9M | 12.1% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2025 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $3.9M | 9.6% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2050 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $3.6M | 9.0% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2035 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $3.5M | 8.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.2M | 8.1% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2040 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $2.9M | 7.2% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2055 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $2.0M | 4.9% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2060 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $1.1M | 2.6% | |
| maturing through August 2036 $ — | Other securities | — | — | $910K | 2.3% | |
| Insurance Contract * Empower EI Fixed Account - Series Class I | Other securities | — | — | $893K | 2.2% | |
| Fidelity Global Ex U.S. Index | Mutual Funds | — | — | $810K | 2.0% | |
| Putnam Dynamic Asset Allocation Growth R6 | Mutual Funds | — | — | $736K | 1.8% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2065 PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $657K | 1.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $454K | 1.1% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $411K | 1.0% | |
| PUTNAM RETIREMENT ADVANTAGE TR MAT PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $401K | 1.0% | |
| American Funds Growth Fund of America R6 | Mutual Funds | — | — | $382K | 1.0% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $332K | 0.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $315K | 0.8% | |
| Empower International Value | Other securities | — | — | $300K | 0.7% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $240K | 0.6% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $166K | 0.4% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $159K | 0.4% | |
| Registered Investment Companies American Century Mid Cap Value R6 | Other securities | — | — | $155K | 0.4% | |
| Franklin Small Cap Growth R6 | Mutual Funds | — | — | $154K | 0.4% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $87K | 0.2% | |
| Putnam Dynamic Asset Allocation Conservative R6 | Mutual Funds | — | — | $58K | 0.1% | |
| PGIM TOTAL RETURN FUND CIT FEE GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $34K | <0.1% | |
| Putnam Dynamic Asset Allocation Balanced R6 | Mutual Funds | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| EDELMAN FINANCIAL HOLDINGS III | — | FAIRFAX, VA | INVESTMENT ADVISOR | $57K | — |
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TYCOR BENEFIT ADMINISTRATORS, INC. | — | WAYNE, PA | CONTRACT ADMIN | $7K | — |
