Original filing (PDF)20250219150832NAL0003053043001

WATERVIEW BUSINESS PARTNERS

Name: WATERVIEW BUSINESS PARTNERS — WATERVIEW BUSINESS PARTNERS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WATERVIEW BUSINESS PARTNERS

Form 5500-SF

FILING_RECEIVED

WATERVIEW BUSINESS PARTNERS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$406K

Net assets (EOY)

$406K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WATERVIEW BUSINESS PARTNERS.

Plan sponsor

Name

WATERVIEW BUSINESS PARTNERS

EIN

27-3513911all filings

Address

201 OLD COUNTRY ROAD · SUITE 204 · MELVILLE, NY · 11747

Phone

(631) 963-5733

Industry