How big is Waterford Advisors, LLC's plan?

Waterford Advisors, LLC's plan reported $1.3M in assets and 8 participants for 2024.

Original filing (PDF)20250714092554NAL0000739331001

Waterford Advisors, LLC

Name: Waterford Advisors, LLC — Waterford Advisors, LLC, Form 5500 (2024)
Creator: Waterford Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waterford Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Waterford Advisors, LLC's Waterford Advisors, LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Gregory Kozerski signed Waterford Advisors, LLC's 2024 Form 5500 as plan administrator.

Gregory Kozerski — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Waterford Advisors, LLC's EIN is 20-1941478.

EIN 20-1941478

Plan number 001

Plan year 2024

ACK ID 20250714092554NAL0000739331001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waterford Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waterford Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WATERFORD ADVISORS, LLC.

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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