Robert McNulty signed Cleanwater1, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cleanwater1, Inc.'s EIN is 81-0906606.
Download the official 2024 Form 5500 (PDF) for Cleanwater1, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cleanwater1, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING, LLC | 81-3989034 | WEXFORD, PA | TPA | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $2.1M | 17.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.4M | 11.2% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.3M | 10.7% | |
| Vanguard Dividend Growth Fund | Mutual Funds | — | — | $758K | 6.2% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $719K | 5.9% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $584K | 4.8% | |
| Principal MidCap Institutional Fund | Other securities | — | — | $580K | 4.7% | |
| SSGA S&P 500 Index | Common Collective Trusts | — | — | $580K | 4.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $571K | 4.7% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $429K | 3.5% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $362K | 3.0% | |
| Nationwide Fixed Select Option | Other securities | — | — | $352K | 2.9% | |
| AB Large Cap Growth Fund | Other securities | — | — | $344K | 2.8% | |
| Vanguard International Growth Investment | Mutual Funds | — | — | $317K | 2.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $296K | 2.4% | |
| Pimco Real Return Institution | Mutual Funds | — | — | $290K | 2.4% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $253K | 2.1% | |
| Participant Notes Receivable | Other securities | — | — | $245K | 2.0% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $243K | 2.0% | |
| Federated Total Return Bond Fund | Other securities | — | — | $195K | 1.6% | |
| Vanguard Wellington Fund | Mutual Funds | — | — | $131K | 1.1% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $53K | 0.4% | |
| Columbia Dividend Income Fund Institutional 2 | Other securities | — | — | $48K | 0.4% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $37K | 0.3% | |
| DWS Enhanced Commodity Strategy Inst | Other securities | — | — | $35K | 0.3% | |
| Federated Government Obligations Fund | Other securities | — | — | $9K | <0.1% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $8K | <0.1% | |
| Federated MDT Small Cap Growth Fund Ins | Other securities | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $4K | <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 |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGE | — | CHICAGO, IL | INVESTMENT PROVIDER | $7K | — |
| ANCHOR 3(16) FIDUCIARY SOLUTIONS LL | 32-0512992 | WEXFORD, PA | FIDUCIARY | $800 | — |
