How big is BYRD Hoffman Watermill Foundation's plan?

BYRD Hoffman Watermill Foundation's plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20250703114924NAL0000294115001

BYRD Hoffman Watermill Foundation

Name: BYRD Hoffman Watermill Foundation — BYRD Hoffman, Form 5500 (2024)
Creator: BYRD Hoffman Watermill Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BYRD Hoffman Watermill Foundation 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · BYRD Hoffman Watermill Foundation's BYRD Hoffman Watermill Foundation 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

BYRD Hoffman Watermill Foundation's EIN is 13-4144013.

EIN 13-4144013

Plan number 001

Plan year 2024

ACK ID 20250703114924NAL0000294115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BYRD Hoffman Watermill Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BYRD Hoffman Watermill Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BYRD HOFFMAN WATERMILL FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BYRD HOFFMAN WATERMILL FOUNDATION

EIN

all filings

Address

39 WATER MILL TOWD RD · WATER MILL, NY · 11976

Phone

(212) 253-7484

Industry

Other Services (ex. Public Admin)

Plan administrator