How big is Waterway Wealth Management, LLC's plan?

Waterway Wealth Management, LLC's plan reported $1.3M in assets and 9 participants for 2024.

Original filing (PDF)20250716111151NAL0001897827001

Waterway Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Waterway Wealth Management 401(k) Plan

401(k) retirement plan · Waterway Wealth Management, LLC's Waterway Wealth Management 401(k) Plan held $1.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Waterway Wealth Management, LLC's EIN is 45-5577333.

EIN 45-5577333

Plan number 001

Plan year 2024

ACK ID 20250716111151NAL0001897827001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Waterway Wealth Management, 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 WATERWAY WEALTH 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