· 2022–2024 · DOL EFAST2

WATERSLAKE MANAGEMENT LLC — WATERSLAKE CAPITAL 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20251118140236NAL0006241554001

WATERSLAKE MANAGEMENT LLC

Form 5500

FILING_RECEIVED

WATERSLAKE CAPITAL 401(K) PLAN

401(k) retirement plan

Signals · 4

Late filing · 0.1 moLate participant contributionsPossibly inadequate fidelity bond100% in single holding

Active participants

72

Accounts w/ balance

103

Plan assets (EOY)

$155K

Net assets (EOY)

$155K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

82

Total plan cost

87

Plan health

66

Vendor & structure

100

Knocking points off

Filed 0.1 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 14K (9% of contributions).
Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WATERSLAKE MANAGEMENT LLC

EIN

83-3410752all filings

Address

700 LOUISIANA ST STE 3950 · HOUSTON, TX · 770022859

Phone

(832) 390-2554

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $155K(100% of reported assets)

PI						% of plan
	[Assets held in registered investment companies (mutual funds)]	Other	—	—	$155K	99.6%

1–1 of 1

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