How big is Waterfall Bank's plan?

Waterfall Bank's plan reported $1.3M in assets and 33 participants for 2024.

Original filing (PDF)20250701134937NAL0030754002001

Waterfall Bank

Name: Waterfall Bank — Form 5500 (2024)
Creator: Waterfall Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waterfall Bank

401(k) retirement plan · Waterfall Bank held $1.3M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Shirley Horner signed Waterfall Bank's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Waterfall Bank's EIN is 85-2602971.

EIN 85-2602971

Plan number 001

Plan year 2024

ACK ID 20250701134937NAL0030754002001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Waterfall Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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. 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