Geraldine Mingura signed Salt River Valley Water Users Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Salt River Valley Water Users Association's EIN is 86-0053220.
Download the official 2024 Form 5500 (PDF) for Salt River Valley Water Users Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Salt River Valley Water Users Association'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | GREENWOOD VILLAGE, CO | NONE | $771K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | NONE | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $63.0M | 4.8% | |
| DFA US TARGETED VALUE I Mutual fund 23,297 shares | Mutual Funds | — | — | $62.2M | 4.7% | |
| DODGE & COX BALANCED X Mutual fund 6,574 shares | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Bonds / Notes | — | — | $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 | Common Collective Trusts | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
