David Larson signed Waterman Communities, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Waterman Communities, Inc.'s EIN is 59-2867652.
Download the official 2023 Form 5500 (PDF) for Waterman Communities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Waterman Communities, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FSA 338 | 59-2937883 | — | RIA | $18K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| MYWAYRET INDEX 2035 FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $1.1M | 22.0% |
| MYWAYRET INDEX 2025 FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $1.1M | 21.0% |
| MYWAYRET INDEX RETIREMENT FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $762K | 15.0% |
| MYWAYRET INDEX 2045 FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $516K | 10.1% |
| MYWAYRET INDEX 2055 FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $316K | 6.2% |
| BLACKROCK EQUITY INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $207K | 4.1% |
| MYWAYRET INDEX 2040 FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $159K | 3.1% |
| MYWAYRET LARGE CAP GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $131K | 2.6% |
| MYWAYRETIREMENT BALANCED FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $129K | 2.5% |
| MYWAYRET INDEX 2065 FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $90K | 1.8% |
| BLACKROCK RUSSELL 2000 INDEX JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $87K | 1.7% |
| MYWAYRETIREMENT CORE BOND FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $59K | 1.2% |
| MYWAYRET INDEX 2030 FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $54K | 1.1% |
| MYWAYRET INDEX 2050 FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $54K | 1.1% |
| MYWAYRET INDEX 2060 FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $40K | 0.8% |
| MYWAYRET LARGE CAP VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $37K | 0.7% |
| BLACKROCK EAFE EQUITY INDEX JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $29K | 0.6% |
| MYWAYRET EMERGING MARKETS FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $27K | 0.5% |
| MYWAYRET INTERNATIONAL GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $20K | 0.4% |
| MYWAYRETIREMENT MID CAP GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $13K | 0.3% |
| MYWAYRETIREMENT REAL ESTATE JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $8K | 0.2% |
| MONEY MARKET FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $7K | 0.1% |
| MYWAYRETIREMENT MID CAP VALUE JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $4K | <0.1% |
| MYWAYRET INTERNATIONAL VALUE JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $2K | <0.1% |
| MYWAYRET SMALL CAP GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $2K | <0.1% |
| BLACKROCK MID CAP EQUITY INDEX JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $1K | <0.1% |
| BLACKROCK U.S. DEBT INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $152 | <0.1% |
| MYWAYRET MULTI-SECTOR BOND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $96 | <0.1% |
| BLACKROCK U.S. TIPS INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $91 | <0.1% |
