Brenda Huffman signed Watermark Retirement Communities, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Watermark Retirement Communities, LLC's EIN is 86-0587483.
Download the official 2024 Form 5500 (PDF) for Watermark Retirement Communities, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Watermark Retirement Communities, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $323K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $94K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Am Fds 2025Trgl Dte Rtm R6 Fd | Other securities | — | — | $7.5M | 13.9% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | — | $7.3M | 13.5% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | — | $7.1M | 13.1% | |
| Am Fds 2050 Trgt Dte Rtm RG Fd | Other securities | — | — | $4.3M | 8.0% | |
| Am Fds 2045Trgl Dte Rtm R6 Fd | Other securities | — | — | $4.3M | 8.0% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | — | $2.4M | 4.4% | |
| Am Fds 2020Trgt Dte Rtm R6 Fd | Other securities | — | — | $1.9M | 3.5% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | — | $1.7M | 3.1% | |
| Vanguard Tl Stk Mkt ldx Adm Fd | Mutual Funds | — | — | $1.3M | 2.4% | |
| Prin Fixed lnc Guar Option | Other securities | — | — | $1.3M | 2.3% | |
| Harbor Captial App Ret Fund | Other securities | — | — | $976K | 1.8% | |
| Notes receivable from participants | Other securities | — | — | $911K | 1.7% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | — | $726K | 1.3% | |
| Vanguard Value Index Adm Fund | Mutual Funds | — | — | $636K | 1.2% | |
| Am Fds 2065 Trgt Dte RtmR6 Fd | Other securities | — | — | $612K | 1.1% | |
| Undisc Mgrs Behav Value R6 Fd | Other securities | — | — | $595K | 1.1% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | — | $582K | 1.1% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | — | $462K | 0.9% | |
| Vanguard lntl Growth Adm Fd | Mutual Funds | — | — | $263K | 0.5% | |
| PIMCO StocksPlus lntl I Fund | Mutual Funds | — | — | $258K | 0.5% | |
| Fidelity Extended Mkt ldx Fd | Mutual Funds | — | — | $242K | 0.4% | |
| Alger Small Cap Focus Z Fund | Other securities | — | — | $212K | 0.4% | |
| Vgd LifeStrategy Growth lnv Fd | Other securities | — | — | $196K | 0.4% | |
| American Funds NewWorl R6 | Mutual Funds | — | — | $144K | 0.3% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | — | $127K | 0.2% | |
| PIMCO CommPlus Strat lnst Fund | Mutual Funds | — | — | $109K | 0.2% | |
| Vanguard Wellesley lnc Adm Fd | Mutual Funds | — | — | $104K | 0.2% | |
| Lord Abbett High Yield R6 Fund | Mutual Funds | — | — | $81K | 0.2% | |
| First Eagle Global R6 Fund | Other securities | — | — | $65K | 0.1% | |
| Vanguard GNMA Admiral Fund | Agency / Mortgage-Backed | — | — | $58K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $47K | <0.1% | |
| Western Asset Core Bond lS Fd | Other securities | — | — | $28K | <0.1% | |
| PIMCO lntl Bond (USD-Hdg) I Fd | Mutual Funds | — | — | $26K | <0.1% | |
| American Funds 2070 Trb R6 Fd | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WATERMARK RETIREMENT | 42-0714325 | — | ACCOUNTANT | $30K | — |
| WATERMARK RETIREMENT COM | 86-0587483 | — | ACCOUNTANT | $25K | — |
