What public Form 5500 filings show about the Waterfall Revenue Group 401(k) plan — and how to find and check your own account.
Waterfall Revenue Group (EIN 22-2679497) reports WATERFALL REVENUE GROUP 401(K) SAVINGS PLAN on its most recent Form 5500, with $469K in plan assets across 10 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Waterfall Revenue Group filing — schedules, fees, and providers.
Waterfall Revenue Group’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Waterfall Revenue GroupHR for the recordkeeper’s name and login.