How big is Nearwater Management LLC's plan?

Nearwater Management LLC's plan reported $1.8M in assets and 28 participants for 2022.

Original filing (PDF)20230919103811NAL0000228099001

Nearwater Management LLC

Name: Nearwater Management LLC — Nearwater Management, LLC, Form 5500 (2022)
Creator: Nearwater Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nearwater Management, LLC

401(k) retirement plan · Nearwater Management LLC's Nearwater Management, LLC held $1.8M in plan assets for 28 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Claudia Quintanilla signed Nearwater Management LLC's 2022 Form 5500 as plan administrator.

Claudia Quintanilla — 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

Nearwater Management LLC's EIN is 81-5292129.

EIN 81-5292129

Plan number 001

Plan year 2022

ACK ID 20230919103811NAL0000228099001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Nearwater Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Nearwater Management 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 NEARWATER MANAGEMENT LLC.

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Plan health score

Above-average plan

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

Knocking points off