How big is Waymark Advisors, LLC's plan?

Waymark Advisors, LLC's plan reported $473K in assets and 7 participants for 2024.

Original filing (PDF)20250618122100NAL0003832720002

Waymark Advisors, LLC

Name: Waymark Advisors, LLC — Waymark Advisors, LLC 401(k), Form 5500 (2024)
Creator: Waymark Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waymark Advisors, LLC 401(k) Plan

401(k) retirement plan · Waymark Advisors, LLC's Waymark Advisors, LLC 401(k) Plan held $473K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

People on this filing

Kevin Fortna signed Waymark Advisors, LLC's 2024 Form 5500 as plan administrator.

Kevin Fortna — 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

Waymark Advisors, LLC's EIN is 47-4842853.

EIN 47-4842853

Plan number 001

Plan year 2024

ACK ID 20250618122100NAL0003832720002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Waymark 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 WAYMARK ADVISORS, LLC.

Finding similar companies…

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