How big is Watershed Asset Management, LLC's plan?

Watershed Asset Management, LLC's plan reported $3.7M in assets and 5 participants for 2024.

Original filing (PDF)20250505112443NAL0017484098001

Watershed Asset Management, LLC

Name: Watershed Asset Management, LLC — Watershed Asset, Form 5500 (2024)
Creator: Watershed Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Watershed Asset Management, LLC 401(k) Retirement Plan

401(k) retirement plan · Watershed Asset Management, LLC's Watershed Asset Management, LLC 401(k) Retirement Plan held $3.7M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Meridee Moore signed Watershed Asset Management, LLC's 2024 Form 5500 as plan administrator.

Meridee Moore — 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

Watershed Asset Management, LLC's EIN is 30-0012121.

EIN 30-0012121

Plan number 001

Plan year 2024

ACK ID 20250505112443NAL0017484098001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Watershed Asset Management, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WATERSHED ASSET MANAGEMENT, 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