Watermark Estate Management Services, LLC 401(k) Plan

The Watermark Estate Management Services, LLC 401(k) on its latest Form 5500

Watermark Estate Management Services, LLC (EIN 90-0291946) reports WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN on its most recent Form 5500, with $59.9M in plan assets across 109 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 Watermark Estate Management Services, LLC filing — schedules, fees, and providers.

Who runs the Watermark Estate Management Services, LLC 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Watermark Estate Management Services, LLC 401(k).

How to check your Watermark Estate Management Services, LLC 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Watermark Estate Management Services, LLC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).