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Original filing (PDF)20251013121106NAL0001905536001
SALT RIVER VALLEY WATER USERS ASSOCIATION
Form 5500
FILING_RECEIVED
SALT RIVER PROJECT EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,108
Accounts w/ balance
6,539
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
18 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SALT RIVER VALLEY WATER USERS ASSOCIATION.
Plan sponsor
Name
SALT RIVER VALLEY WATER USERS ASSOCIATION
EIN
86-0053220
Address
PO BOX 52025 PAB501 · PHOENIX, AZ · 850722025
Phone
(602) 236-4092
Industry
Utilitiessee all
Plan administrator
Name
SALT RIVER PROJECT AGRICULTURAL IMPROVEMENT & POWER DISTRICT
EIN
86-6000727
City
PHOENIX, AZ
Phone
(602) 236-4092
Plan characteristics
Plan number
334
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | GREENWOOD VILLAGE, CO | NONE | $771K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | NONE | $12K | — |
Investments
9 direct securities · 18 pooled funds· $1.6B(100% of reported assets)
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.
Common Collective Trust
$965.3M
18 holdings
Uncategorized
$639.6M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S&P 500 INDEX FUND-DC-NL-TIER5 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $276.3M | 20.8% | |
| NT S&P 500 IDX FUND DC NL T5 Collective Investment Trust | — | — | — | $276.3M | 20.8% | |
| GOLDMAN SACHS STABLE VALUE FUND THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $120.1M | 9.1% | |
| T. ROWE PRICE GROWTH STOCK TR B T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $118.2M | 8.9% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual fund 12,872 shares | — | — | — | $86.1M | 6.5% | |
| NT ACWI EX US IMI FD DC NL TIER4 NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $80.9M | 6.1% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $66.5M | 5.0% | |
| DFA US LARGE CAP VALUE FUND Mutual fund 15,679 shares | — | — | — | $63.0M | 4.8% | |
| DFA US TARGETED VALUE I Mutual fund 23,297 shares | — | — | — | $62.2M | 4.7% | |
| DODGE & COX BALANCED X Mutual fund 6,574 shares | — | — | — | $52.9M | 4.0% | |
| TARGET RETIREMENT 2045 TRUST II VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $46.0M | 3.5% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $45.8M | 3.5% | |
| DODGE & COX INCOME X Mutual fund 38,179 shares | — | — | — | $45.5M | 3.4% | |
| TARGET RETIREMENT 2035 TRUST II VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $40.3M | 3.0% | |
| TARGET RETIREMENT 2040 TRUST II VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $38.2M | 2.9% | |
| TARGET RETIREMENT 2050 TRUST II VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $31.9M | 2.4% | |
| TARGET RETIREMENT 2055 TRUST II VANGUARD · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $28.5M | 2.2% | |
| DODGE & COX INTERNATIONAL STOCK X Mutual fund 6,279 shares | — | — | — | $28.5M | 2.1% | |
| TARGET RETIREMENT 2030 TRUST II VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $24.3M | 1.8% | |
| Notes receivable from participants 4.25% - 9.50% Maturing through 2029 $0 | — | — | — | $19.8M | 1.5% | |
| TARGET RETIREMENT 2025 TRUST II VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $18.7M | 1.4% | |
| TARGET RETIREMENT 2060 TRUST II VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $13.5M | 1.0% | |
| TARGET RETIREMENT 2065 TRUST II VANGUARD · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5.8M | 0.4% | |
| TARGET RETIREMENT INCOME TRUST II VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $5.4M | 0.4% | |
| THE VANGUARD TARGET RETIRE INCM TRUST II Collective Investment Trust | — | — | — | $5.4M | 0.4% | |
| TARGET RETIREMENT 2020 TRUST II VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.3% | |
| TARGET RETIREMENT 2070 TRUST II VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.1% |