How big is Waters Agency, Incorporated's plan?

Waters Agency, Incorporated's plan reported $179K in assets and 3 participants for 2024.

Original filing (PDF)20250908114627NAL0019394049001

Waters Agency, Incorporated

Name: Waters Agency, Incorporated — Waters Agency, Form 5500 (2024)
Creator: Waters Agency, Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waters Agency, Incorporated 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Waters Agency, Incorporated's Waters Agency, Incorporated 401(k) Profit Sharing Plan & Trust held $179K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$179K

Net assets (EOY)

$179K

Plan identifiers

Waters Agency, Incorporated's EIN is 84-5129954.

EIN 84-5129954

Plan number 001

Plan year 2024

ACK ID 20250908114627NAL0019394049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waters Agency, Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waters Agency, Incorporated'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 WATERS AGENCY, INCORPORATED.

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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