How big is Watercrest Group, LLC's plan?

Watercrest Group, LLC's plan reported $2.2M in assets and 423 participants for 2024.

Original filing (PDF)20250603090033NAL0010080097001

Watercrest Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Watercrest Group, LLC Retirement Plan

401(k) retirement plan · Watercrest Group, LLC's Watercrest Group, LLC Retirement Plan held $2.2M in plan assets for 423 participants in 2024.

Signals · 1

No auditor on file

Active participants

423

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

JOAN Williams signed Watercrest Group, LLC's 2024 Form 5500 as plan administrator.

JOAN Williams — 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

Watercrest Group, LLC's EIN is 32-0464562.

EIN 32-0464562

Plan number 001

Plan year 2024

ACK ID 20250603090033NAL0010080097001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Watercrest Group, 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 WATERCREST GROUP, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score