Original filing (PDF)20250610065119NAL0024293504001

STEPHANIE WATERMAN INSURANCE AGENCY INC.

Name: STEPHANIE WATERMAN INSURANCE AGENCY INC. — WATERMAN INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: STEPHANIE WATERMAN INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

WATERMAN INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHANIE WATERMAN INSURANCE AGENCY INC..

Plan sponsor

Name

STEPHANIE WATERMAN INSURANCE AGENCY INC.

EIN

74-2981820all filings

Address

5656 S STAPLES STE 200 · CORPUS CHRISTI, TX · 78411

Phone

(361) 906-9400

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator