How big is Waterview Wealth Management, LLC's plan?

Waterview Wealth Management, LLC's plan reported $682K in assets and 3 participants for 2025.

Original filing (PDF)20260217143104NAL0005780721001

Waterview Wealth Management, LLC

Name: Waterview Wealth Management, LLC — Waterview Wealth, Form 5500 (2025)
Creator: Waterview Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waterview Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Waterview Wealth Management, LLC's Waterview Wealth Management, LLC 401(k) Profit Sharing Plan held $682K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$682K

Net assets (EOY)

$682K

People on this filing

Christopher Miller signed Waterview Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Christopher Miller — 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

Waterview Wealth Management, LLC's EIN is 82-3376970.

EIN 82-3376970

Plan number 001

Plan year 2025

ACK ID 20260217143104NAL0005780721001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Waterview Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Waterview Wealth 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 WATERVIEW WEALTH MANAGEMENT, LLC.

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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