L/B Water Service, Inc.'s EIN is 75-3036438.
Download the official 2024 Form 5500 (PDF) for L/B Water Service, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)L/B Water Service, Inc.'s 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $112K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE ADVISORS ASSET MGMT | 75-3204798 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $3.9M | 17.4% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $3.0M | 13.4% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $2.4M | 10.6% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $2.3M | 10.0% | |
| Amer Beacon SmCap Val R5 Fd | Other securities | — | $0 | $2.1M | 9.3% | |
| American Fds WshMut Inv R6 Fd | Other securities | — | $0 | $1.3M | 5.8% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $816K | 3.6% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $812K | 3.6% | |
| Prin LgCp S&P 500 Idx Inst Fd | Common Collective Trusts | — | $0 | $794K | 3.5% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $652K | 2.9% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $577K | 2.6% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | $0 | $514K | 2.3% | |
| Prin MidCp S&P 400 Idx Inst Fd | Common Collective Trusts | — | $0 | $459K | 2.0% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $416K | 1.9% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | $0 | $403K | 1.8% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $315K | 1.4% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $259K | 1.2% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $251K | 1.1% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $250K | 1.1% | |
| Participant Loans | Participant loans | — | $0 | $245K | 1.1% | |
| Prin SmCap S&P 600 Idx Inst Fd | Common Collective Trusts | — | $0 | $221K | 1.0% | |
| Prin LgCap Growth I Inst Fund | Other securities | — | $0 | $179K | 0.8% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $100K | 0.4% | |
| John Hancock Disc Vl R5 Fund | Other securities | — | $0 | $77K | 0.3% | |
| JP Morgan Core Bond R5 Fund | Other securities | — | $0 | $69K | 0.3% | |
| Harbor Capital App Inst Fund | Other securities | — | $0 | $56K | 0.2% | |
| BNYM Bond Mkt Index I Fund | Other securities | — | $0 | $36K | 0.2% | |
| DWS RREEF Real Assets S Fund | Other securities | — | $0 | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | 04-2530412 | — | THIRD PARTY ADMIN | $0 | — |
