How big is The Watermark Group, LLC's plan?

The Watermark Group, LLC's plan reported $2.0M in assets and 21 participants for 2024.

Original filing (PDF)20251015081846NAL0004328241001

The Watermark Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Watermark Group 401(k) Plan

401(k) retirement plan · The Watermark Group, LLC's The Watermark Group 401(k) Plan held $2.0M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jeffrey Curtis signed The Watermark Group, LLC's 2024 Form 5500 as plan administrator.

Jeffrey Curtis — 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

The Watermark Group, LLC's EIN is 20-8854575.

EIN 20-8854575

Plan number 001

Plan year 2024

ACK ID 20251015081846NAL0004328241001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Watermark Group, 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 THE WATERMARK GROUP, 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