Rodney Freeman signed Water Missions International's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Water Missions International's EIN is 57-1116978.
Download the official 2023 Form 5500 (PDF) for Water Missions International from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Water Missions International's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL, LLC | 83-1143379 | — | INVESTMENT ADVISORY | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Funds Inc. LifeTime Hybrid 2055 R3 Fund | Common Stocks | — | — | $1.1M | 15.2% | |
| Principal Funds Inc. LifeTime Hybrid 2030 R3 Fund | Common Stocks | — | — | $683K | 9.4% | |
| Principal Funds Inc. LifeTime Hybrid 2050 R3 Fund | Common Stocks | — | — | $640K | 8.8% | |
| JP Morgan Funds Large Cap Growth R6 Fund | Other securities | — | — | $543K | 7.5% | |
| Principal Funds Inc. LifeTime Hybrid 2045 R3 Fund | Common Stocks | — | — | $539K | 7.4% | |
| MFS Investment Management International Diversification R6 Fund | Mutual Funds | — | — | $511K | 7.1% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $462K | 6.4% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $460K | 6.3% | |
| Hartford Mutual Funds Equity Income R6 Fund | Other securities | — | — | $418K | 5.8% | |
| Principal Funds Inc. LifeTime Hybrid 2040 R3 Fund | Common Stocks | — | — | $335K | 4.6% | |
| Principal Funds Inc. LifeTime Hybrid 2035 R3 Fund | Common Stocks | — | — | $278K | 3.8% | |
| Principal Funds Inc. LifeTime Hybrid 2060 R3 Fund | Common Stocks | — | — | $229K | 3.2% | |
| Dimensional Funds Advisors US Targeted Value I Fund | Mutual Funds | — | — | $122K | 1.7% | |
| Principal Funds Inc. Fixed Income Guarantee Option | Common Stocks | — | — | $120K | 1.6% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $83K | 1.1% | |
| Guidestone Funds International Equity Index Institutional Fund | Common Collective Trusts | — | — | $72K | 1.0% | |
| Guidestone Funds Equity Index Institutional Fund | Common Collective Trusts | — | — | $67K | 0.9% | |
| Oppenheimer Investment Discovery R6 Fund | Mutual Funds | — | — | $66K | 0.9% | |
| PIMCO Funds Income Institutional Fund | Mutual Funds | — | — | $61K | 0.8% | |
| Principal Funds Inc. LifeTime Hybrid 2065 R3 Fund | Common Stocks | — | — | $43K | 0.6% | |
| Fidelity Investments US Bond Index Fund | Common Collective Trusts | — | — | $31K | 0.4% | |
| Principal Funds Inc. LifeTime Hybrid 2020 R3 Fund | Common Stocks | — | — | $27K | 0.4% | |
| JP Morgan Funds Core Bond R6 Fund | Other securities | — | — | $24K | 0.3% | |
| Guidestone Funds Medium-Duration Bond Institutional Fund | Other securities | — | — | $18K | 0.2% | |
| Participant Loan Fund Participant Loans, 9.50% | Bonds / Notes | — | — | $14K | 0.2% | |
| Principal Funds Inc. LifeTime Hybrid 2015 R3 Fund | Common Stocks | — | — | $11K | 0.1% | |
| (E) | Other securities | — | — | $5K | <0.1% | |
| Dimensional Funds Advisors Global Real Estate SC I Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Investments Total International Index Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| Principal Funds Inc. LifeTime Hybrid Income | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
