How big is Waterslake Management LLC's plan?

Waterslake Management LLC's plan reported $155K in assets and 72 participants for 2024.

Original filing (PDF)20251118140236NAL0006241554001

Waterslake Management LLC

Name: Waterslake Management LLC — Waterslake Capital, Form 5500 (2024)
Creator: Waterslake Management LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Waterslake Capital 401(k) Plan

401(k) retirement plan · Waterslake Management LLC's Waterslake Capital 401(k) Plan held $155K in plan assets for 72 participants in 2024.

Signals · 4

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

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$155K

Net assets (EOY)

$155K

People on this filing

Carlyle Rose signed Waterslake Management LLC's 2024 Form 5500 as plan administrator.

Carlyle Rose — 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

Waterslake Management LLC's EIN is 83-3410752.

EIN 83-3410752

Plan number 001

Plan year 2024

ACK ID 20251118140236NAL0006241554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waterslake Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waterslake Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Total plan cost

Plan health

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