How big is Waterloo Capital Management, LLC's plan?

Waterloo Capital Management, LLC's plan reported $1.5M in assets and 14 participants for 2025.

Original filing (PDF)20260504103854NAL0002212291001

Waterloo Capital Management, LLC

Name: Waterloo Capital Management, LLC — Waterloo Capital, Form 5500 (2025)
Creator: Waterloo Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waterloo Capital Management 401(k) Plan

401(k) retirement plan · Waterloo Capital Management, LLC's Waterloo Capital Management 401(k) Plan held $1.5M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Waterloo Capital Management, LLC's EIN is 46-1491233.

EIN 46-1491233

Plan number 001

Plan year 2025

ACK ID 20260504103854NAL0002212291001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Waterloo Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Waterloo Capital Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 WATERLOO CAPITAL 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