· 2022–2024 · DOL EFAST2

WATERS AGENCY, INCORPORATED — WATERS AGENCY, INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250908114627NAL0019394049001

WATERS AGENCY, INCORPORATED

Form 5500-SF

FILING_RECEIVED

WATERS AGENCY, INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$179K

Net assets (EOY)

$179K

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

80

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WATERS AGENCY, INCORPORATED.

Plan sponsor

Name

WATERS AGENCY, INCORPORATED

EIN

84-5129954all filings

Address

111 CONGRESS AVE, SUITE 500 · AUSTIN, TX · 78701

Phone

—

Industry

Professional & Technical Servicessee 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

2025-09-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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