How big is Water TEC's plan?

Water TEC's plan reported $1.8M in assets and 41 participants for 2023.

Original filing (PDF)20241002090833NAL0014011856001

Water TEC

Name: Water TEC — Water TEC 401(k) Plan, Form 5500 (2023)
Creator: Water TEC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Water TEC 401(k) Plan

401(k) retirement plan · Water TEC's Water TEC 401(k) Plan held $1.8M in plan assets for 41 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Jennifer Campbell-Degrave signed Water TEC's 2023 Form 5500 as plan administrator.

Jennifer Campbell-Degrave — 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

Water TEC's EIN is 86-0727027.

EIN 86-0727027

Plan number 001

Plan year 2023

ACK ID 20241002090833NAL0014011856001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Water TEC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Water TEC'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 WATER TEC.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

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

Plan sponsor

Name

WATER TEC

EIN

all filings

Address

4601 S. 3RD AVENUE · TUCSON, AZ · 85714

Phone

(520) 790-1512

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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