How big is Waterfall Revenue Group's plan?

Waterfall Revenue Group's plan reported $469K in assets and 10 participants for 2024.

Original filing (PDF)20250603093356NAL0007134323001

Waterfall Revenue Group

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

Form 5500-SF

FILING_RECEIVED

Waterfall Revenue Group 401(k) Savings Plan

401(k) retirement plan · Waterfall Revenue Group's Waterfall Revenue Group 401(k) Savings Plan held $469K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$469K

Net assets (EOY)

$469K

People on this filing

Patricia Genovay signed Waterfall Revenue Group's 2024 Form 5500 as plan administrator.

Patricia Genovay — 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

Waterfall Revenue Group's EIN is 22-2679497.

EIN 22-2679497

Plan number 001

Plan year 2024

ACK ID 20250603093356NAL0007134323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waterfall Revenue Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waterfall Revenue Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WATERFALL REVENUE GROUP.

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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