Original filing (PDF)20251014170406NAL0004610816001

THE BATON ROUGE WATER WORKS COMPANY

Name: THE BATON ROUGE WATER WORKS COMPANY — CONSOLIDATED 401(K) PLAN OF BATON ROUGE WATER, Form 5500 (2024)
Creator: THE BATON ROUGE WATER WORKS COMPANY

Form 5500

FILING_RECEIVED

CONSOLIDATED 401(K) PLAN OF BATON ROUGE WATER

401(k) retirement plan

Signals · 1

37% in single holding

Active participants

228

Accounts w/ balance

267

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

How this plan invests

This plan

18 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BATON ROUGE WATER WORKS COMPANY.

Plan sponsor

Name

THE BATON ROUGE WATER WORKS COMPANY

EIN

72-0127240

Address

8755 GOODWOOD BLVD. · BATON ROUGE, LA · 70806

Phone

(225) 952-7669

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

2025-10-14

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$2K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—	NONE	$12K	—

Investments

18 direct securities· $5.9M(100% of reported assets)

					% of plan
American Funds Trgt Date Ret 2050 R6 American Funds 0	Other securities	—	—	$2.2M	36.8%
American Funds Global Balanced R6 American Funds 0	Other securities	—	—	$897K	15.1%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Other securities	—	—	$676K	11.4%
iShares S&P 500 Index K iShares 0	Other securities	—	—	$407K	6.9%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Other securities	—	—	$382K	6.4%
Nuveen Large Cap Growth Index R6 Nuveen 0	Other securities	—	—	$261K	4.4%
BlackRock Liquidity T-Fund Premier BlackRock 0	Other securities	—	—	$255K	4.3%
American Funds Trgt Date Ret 2030 R6 American Funds 0	Other securities	—	—	$178K	3.0%
American Funds Trgt Date Ret 2020 R6 American Funds 0	Other securities	—	—	$165K	2.8%
American Funds Trgt Date Ret 2040 R6 American Funds 0	Other securities	—	—	$121K	2.0%
American Funds Trgt Date Ret 2025 R6 American Funds 0	Other securities	—	—	$118K	2.0%
iShares Russell 2000 SmCap Ind K iShares 0	Other securities	—	—	$92K	1.6%
iShares U.S. Aggregate Bond Index K iShares 0	Other securities	—	—	$44K	0.7%
Nuveen Core Bond R6 Nuveen 0	Other securities	—	—	$41K	0.7%
American Funds EuroPacific Gr R6 American Funds 0	Other securities	—	—	$39K	0.7%
American Funds Trgt Date Ret 2015 R6 American Funds 0	Other securities	—	—	$30K	0.5%
Nuveen Large Cap Value Index R6 Nuveen 0	Other securities	—	—	$25K	0.4%
iShares MSCI EAFE Intl Index K iShares 0	Other securities	—	—	$10K	0.2%