How big is Waterville Advisors, LLC's plan?

Waterville Advisors, LLC's plan reported $1.0M in assets and 7 participants for 2024.

Original filing (PDF)20250719162330NAL0004676272001

Waterville Advisors, LLC

Name: Waterville Advisors, LLC — Waterville 401(k) Plan, Form 5500 (2024)
Creator: Waterville Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waterville 401(k) Plan

401(k) retirement plan · Waterville Advisors, LLC's Waterville 401(k) Plan held $1.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Christopher Greco signed Waterville Advisors, LLC's 2024 Form 5500 as plan administrator.

Christopher Greco — 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

Waterville Advisors, LLC's EIN is 27-3020029.

EIN 27-3020029

Plan number 001

Plan year 2024

ACK ID 20250719162330NAL0004676272001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Waterville Advisors, LLC's plan includes automatic enrollment, 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 WATERVILLE 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