How big is Waterstone Private Wealth Management's plan?

Waterstone Private Wealth Management's plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250908105612NAL0019249809001

Waterstone Private Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Waterstone Private Wealth Management 401(k) Plan

401(k) retirement plan · Waterstone Private Wealth Management's Waterstone Private Wealth Management 401(k) Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Waterstone Private Wealth Management's EIN is 65-1219221.

EIN 65-1219221

Plan number 001

Plan year 2024

ACK ID 20250908105612NAL0019249809001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Waterstone Private Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WATERSTONE PRIVATE WEALTH MANAGEMENT.

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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