Terry Davis signed Waters & Kraus, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Waters & Kraus, LLP's EIN is 75-2797531.
Download the official 2024 Form 5500 (PDF) for Waters & Kraus, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Waters & Kraus, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | INVESTMENT ADVISORY | $48K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
