How big is Waters Parkerson & Co., LLC's plan?

Waters Parkerson & Co., LLC's plan reported $7.7M in assets and 11 participants for 2025.

Original filing (PDF)20260310102704NAL0003807507001

Waters Parkerson & Co., LLC

Name: Waters Parkerson & Co., LLC — Waters Parkerson &, Form 5500 (2025)
Creator: Waters Parkerson & Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waters Parkerson & Co., LLC Profit Sharing Plan

401(k) retirement plan · Waters Parkerson & Co., LLC's Waters Parkerson & Co., LLC Profit Sharing Plan held $7.7M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Devin Wakeman signed Waters Parkerson & Co., LLC's 2025 Form 5500 as plan administrator.

Devin Wakeman — 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

Waters Parkerson & Co., LLC's EIN is 26-1642640.

EIN 26-1642640

Plan number 001

Plan year 2025

ACK ID 20260310102704NAL0003807507001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Waters Parkerson & Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Waters Parkerson & Co., LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off