How big is Great Waters Financial, LLC's plan?

Great Waters Financial, LLC's plan reported $2.6M in assets and 40 participants for 2025.

Original filing (PDF)20260427220452NAL0005077411073

Great Waters Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Great Waters Financial 401(k) Plan

401(k) retirement plan · Great Waters Financial, LLC's Great Waters Financial 401(k) Plan held $2.6M in plan assets for 40 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Great Waters Financial, LLC's EIN is 46-1124918.

EIN 46-1124918

Plan number 001

Plan year 2025

ACK ID 20260427220452NAL0005077411073

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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