What public Form 5500 filings show about the Watermark Services IV, LLC 401(k) plan — and how to find and check your own account.
Watermark Services IV, LLC (EIN 27-1376131) reports ROSE TREE UNION 401(K) PLAN on its most recent Form 5500, with $260K in plan assets across 53 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 Services IV, LLC filing — schedules, fees, and providers.
Watermark Services IV, LLC’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 Watermark Services IV, LLCHR for the recordkeeper’s name and login.
