Original filing (PDF)20250505112443NAL0017484098001

WATERSHED ASSET MANAGEMENT, LLC

Name: WATERSHED ASSET MANAGEMENT, LLC — WATERSHED ASSET MANAGEMENT, LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: WATERSHED ASSET MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

WATERSHED ASSET MANAGEMENT, LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WATERSHED ASSET MANAGEMENT, LLC.

Plan sponsor

Name

WATERSHED ASSET MANAGEMENT, LLC

EIN

30-0012121

Address

601 CALIFORNIA STREET · SUITE 1701 · SAN FRANCISCO, CA · 94108

Phone

(415) 391-8900

Industry

Finance & Insurancesee 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

2025-05-05

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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