How big is Watercress Financial Group's plan?

Watercress Financial Group's plan reported $2.0M in assets and 71 participants for 2024.

Original filing (PDF)20250930112736NAL0014807216001

Watercress Financial Group

Name: Watercress Financial Group — Watercress Financial, Form 5500 (2024)
Creator: Watercress Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Watercress Financial Group Safe Harbor 401(k) Plan

401(k) retirement plan · Watercress Financial Group's Watercress Financial Group Safe Harbor 401(k) Plan held $2.0M in plan assets for 71 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Watercress Financial Group's EIN is 86-1736782.

EIN 86-1736782

Plan number 001

Plan year 2024

ACK ID 20250930112736NAL0014807216001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Watercress Financial Group'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 WATERCRESS FINANCIAL GROUP.

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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