Back to filter
Original filing (PDF)20250924112322NAL0008576080001
WATERFIRE PROVIDENCE
Form 5500-SF
FILING_RECEIVED
WATERFIRE PROVIDENCE RETIREMENT PLAN
403(b) retirement plan
Active participants
35
Accounts w/ balance
1
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 3% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WATERFIRE PROVIDENCE.
Plan sponsor
Name
WATERFIRE PROVIDENCE
EIN
22-2951612
Address
475 VALLEY STREET · PROVIDENCE, RI · 02908
Phone
(401) 273-1155
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Arts, Entertainment, Recreation plans
PORTLAND OPERA ASSOCIATION, INC.
PORTLAND OPERA 403(B) PLAN
$1.2M · 31 participants
FLYNN CENTER FOR THE PERFORMING ARTS, LTD.
FLYNN CENTER 401(K) RETIREMENT PLAN AND TRUST
$1.2M · 35 participants
OMAHA THEATER COMPANY
OMAHA THEATER COMPANY 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 114 participants
JACOB'S PILLOW DANCE
JACOB'S PILLOW DANCE 403(B) PLAN
$1.2M · 77 participants
THE DALLAS SUMMER MUSICALS, INC.
DALLAS SUMMER MUSICALS EMPLOYEES 401(K) RETIREMENT PLAN
$1.3M · 124 participants
CHICAGO FEDERATION OF MUSICIANS EMPLOYERS WELFARE FUND
CHICAGO FEDERATION OF MUSICIANS EMPLOYERS WELFARE
$1.2M · 36 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B