Valerie Matias signed AQUA Engineers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AQUA Engineers, Inc.'s EIN is 99-0202762.
Download the official 2024 Form 5500 (PDF) for AQUA Engineers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AQUA Engineers, 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 | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL LT 2035 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 010 | Common Collective Trust | — | $0 | $3.2M | 19.1% | |
| PRINCIPAL LT 2030 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 003 | Common Collective Trust | — | $0 | $3.1M | 18.5% | |
| PRINCIPAL LT 2045 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 011 | Common Collective Trust | — | $0 | $1.9M | 11.2% | |
| PRINCIPAL LT 2025 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 009 | Common Collective Trust | — | $0 | $1.8M | 10.5% | |
| PRINCIPAL LT 2050 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 005 | Common Collective Trust | — | $0 | $1.5M | 9.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $1.0M | 6.3% | |
| PRINCIPAL LT 2055 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 012 | Common Collective Trust | — | $0 | $586K | 3.5% | |
| PRINCIPAL LT 2020 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 002 | Common Collective Trust | — | $0 | $531K | 3.2% | |
| PRINCIPAL LT 2040 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 004 | Common Collective Trust | — | $0 | $475K | 2.8% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $0 | $439K | 2.6% | |
| Prin Core Fix Inc Sep Acct-Z | Pooled Separate Accounts | — | $0 | $382K | 2.3% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $252K | 1.5% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $192K | 1.1% | |
| Prin MidCap Value I SA-Z | Common Stocks | — | $0 | $192K | 1.1% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | $0 | $166K | 1.0% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $160K | 1.0% | |
| PRINCIPAL LT 2060 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 007 | Common Collective Trust | — | $0 | $154K | 0.9% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $154K | 0.9% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | $0 | $151K | 0.9% | |
| BlackRock Md-Cp Gr Eq K Fd | Other securities | — | $0 | $91K | 0.5% | |
| Amer Century Sml Cap Val R6 Fd | Other securities | — | $0 | $68K | 0.4% | |
| PRINCIPAL LT 2065 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 013 | Common Collective Trust | — | $0 | $44K | 0.3% | |
| TIAA-CREF Real Est Sec Inst Fd | Mutual Funds | — | $0 | $40K | 0.2% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $40K | 0.2% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $39K | 0.2% | |
| Principal LT 2070 CIT Tier I | Common Collective Trusts | — | $0 | $36K | 0.2% | |
| AB Small Cap Grwth Port Z Fd | Other securities | — | $0 | $18K | 0.1% | |
| Columbia Div Income I3 Fund | Other securities | — | $0 | $13K | <0.1% | |
| Participant loans | Participant loans | — | — | $10K | <0.1% | |
| Principal Guaranteed Option | Other securities | — | $0 | $2K | <0.1% | |
| PRINCIPAL LT 2070 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 014 | Common Collective Trust | — | — | $2K | <0.1% |
