Original filing (PDF)20250530125337NAL0005219139001

THE WATERFRONT FOUNDATION

Name: THE WATERFRONT FOUNDATION — THE WATERFRONT FOUNDATION 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: THE WATERFRONT FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE WATERFRONT FOUNDATION 403(B) RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$96K

Net assets (EOY)

$96K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WATERFRONT FOUNDATION.

Plan sponsor

Name

THE WATERFRONT FOUNDATION

EIN

84-3520354

Address

107 INSTITUTE STREET · JAMESTOWN, NY · 14701

Phone

(716) 484-4334

Industry

Outpatient Care Centers· Health Care & Social Assistancesee 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

2025-05-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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