Courtney Stevens signed USA Water, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
USA Water, LLC's EIN is 85-2959665.
Download the official 2024 Form 5500 (PDF) for USA Water, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)USA Water, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST. PETERSBURG, FL | INVESTMENT ADVISOR | $14K | — |
| LPL FINANCIAL | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $8.3M | 81.1% | |
| GREAT GRAY AMERICAN 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $2.1M | 20.4% | |
| GREAT GRAY TRUST AMERICAN 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.5M | 14.2% | |
| GREAT GRAY AMERICAN 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $1.4M | 13.2% | |
| GREAT GRAY AMERICAN 2040 I GREAT GRAY · EIN 38-4126264 / PN 586 | Common Collective Trust | — | — | $1.1M | 10.4% | |
| GREAT GRAY TRUST AMERICAN 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $873K | 8.5% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $807K | 7.9% | |
| GREAT GRAY AMERICAN 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $506K | 4.9% | |
| [Assets held in participant loans] | Other | — | — | $346K | 3.4% | |
| GREAT GRAY AMERICAN 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $345K | 3.4% | |
| GREAT GRAY AMERICAN 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $327K | 3.2% | |
| GREAT GRAY AMERICAN 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $180K | 1.8% | |
| GREAT GRAY AMERICAN 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $61K | 0.6% | |
| GREAT GRAY AMERICAN 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $43K | 0.4% |
| SAN DIEGO, CA |
| INVESTMENT ADVISOR |
| $3K |
| — |
