How big is Waterside Financial Advisors, LLC's plan?

Waterside Financial Advisors, LLC's plan reported $572K in assets and 6 participants for 2025.

Original filing (PDF)20260213182836NAL0001688707001

Waterside Financial Advisors, LLC

Name: Waterside Financial Advisors, LLC — Waterside, Form 5500 (2025)
Creator: Waterside Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waterside Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Waterside Financial Advisors, LLC's Waterside Financial Advisors, LLC 401(k) Plan held $572K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$572K

Net assets (EOY)

$572K

Plan identifiers

Waterside Financial Advisors, LLC's EIN is 30-0294707.

EIN 30-0294707

Plan number 001

Plan year 2025

ACK ID 20260213182836NAL0001688707001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Waterside Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Waterside Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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