How big is Watershed Advisors, LLC's plan?

Watershed Advisors, LLC's plan reported $833K in assets and 24 participants for 2023.

Original filing (PDF)20240814121242NAL0006501091001

Watershed Advisors, LLC

Name: Watershed Advisors, LLC — Watershed Advisors LLC, Form 5500 (2023)
Creator: Watershed Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Watershed Advisors LLC 401(k) Plan

401(k) retirement plan · Watershed Advisors, LLC's Watershed Advisors LLC 401(k) Plan held $833K in plan assets for 24 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$833K

Net assets (EOY)

$833K

People on this filing

Dana Maxie signed Watershed Advisors, LLC's 2023 Form 5500 as plan administrator.

Dana Maxie — 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

Watershed Advisors, LLC's EIN is 86-1700728.

EIN 86-1700728

Plan number 001

Plan year 2023

ACK ID 20240814121242NAL0006501091001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Watershed Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Watershed Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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