Pamela Alter signed Global Water Resources, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Global Water Resources, Inc.'s EIN is 90-0632193.
Download the official 2024 Form 5500 (PDF) for Global Water Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Global Water Resources, 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 | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2040 R3 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 19.5% | |
| American Funds Target Date Retirement 2045 R3 Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 16.8% | |
| American Funds Target Date Retirement 2035 R3 Fund Mutual Fund | Mutual Funds | — | — | $917K | 15.4% | |
| American Funds Target Date Retirement 2030 R3 Fund Mutual Fund | Mutual Funds | — | — | $793K | 13.3% | |
| American Funds Target Date Retirement 2025 R3 Fund Mutual Fund | Mutual Funds | — | — | $342K | 5.8% | |
| American Funds Target Date Retirement 2050 R3 Fund Mutual Fund | Mutual Funds | — | — | $333K | 5.6% | |
| American Funds Target Date Retirement 2055 R3 Fund Mutual Fund | Mutual Funds | — | — | $206K | 3.5% | |
| American Funds Target Date Retirement 2060 R3 Fund Mutual Fund | Mutual Funds | — | — | $200K | 3.4% | |
| Participant Loans Interest rate at 2.00% $0 | Bonds / Notes | — | — | $181K | 3.0% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $163K | 2.7% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $110K | 1.9% | |
| American Funds Target Date Retirement 2020 R3 Fund Mutual Fund | Mutual Funds | — | — | $95K | 1.6% | |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $88K | 1.5% | |
| American Funds Target Date Retirement 2065 R3 Fund Mutual Fund | Mutual Funds | — | — | $81K | 1.4% | |
| Core Fixed Income Separate Account Pooled Separate Account | Pooled Separate Accounts | — | — | $65K | 1.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $65K | 1.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $50K | 0.8% | |
| Putnam Large Cap Value Trust II U Class Common Collective Trust | Common Collective Trusts | — | — | $46K | 0.8% | |
| PUTNAM LG CP VAL TRST II U GREAT GRAY TRUST COMPANY · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $46K | 0.8% | |
| Diversified International Separate Account Pooled Separate Account | Pooled Separate Accounts | — | — | $24K | 0.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $24K | 0.4% | |
| American Funds Target Date Retirement 2010 R3 Fund Mutual Fund | Mutual Funds | — | — | $9K | 0.2% | |
| PRIN EQUITY INCOME SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
