Original filing (PDF)20250205100715NAL0009662113001

AUBURN WATER SYSTEM INC

Name: AUBURN WATER SYSTEM INC — AUBURN WATER SYSTEM 401(K) PLAN, Form 5500 (2024)
Creator: AUBURN WATER SYSTEM INC

Form 5500-SF

FILING_RECEIVED

AUBURN WATER SYSTEM 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUBURN WATER SYSTEM INC.

Plan sponsor

Name

AUBURN WATER SYSTEM INC

EIN

59-1368568

Address

3097 LOCKE LANE · CRESTVIEW, FL · 32536

Phone

(850) 682-3413

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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