How big is Waterview Management, LLC DBA Waterview Marinas' plan?

Waterview Management, LLC DBA Waterview Marinas' plan reported $1.3M in assets and 82 participants for 2024.

Original filing (PDF)20250819164750NAL0001257907001

Waterview Management, LLC DBA Waterview Marinas

Name: Waterview Management, LLC DBA Waterview Marinas — Form 5500 Plan 001 (2024)
Creator: Waterview Management, LLC DBA Waterview Marinas
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waterview Marinas 401(k) Plan

401(k) retirement plan · Waterview Management, LLC DBA Waterview Marinas' Waterview Marinas 401(k) Plan held $1.3M in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Jason HOGG signed Waterview Management, LLC DBA Waterview Marinas' 2024 Form 5500 as plan administrator.

Jason HOGG — 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

Waterview Management, LLC DBA Waterview Marinas' EIN is 87-3647266.

EIN 87-3647266

Plan number 001

Plan year 2024

ACK ID 20250819164750NAL0001257907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waterview Management, LLC DBA Waterview Marinas from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waterview Management, LLC DBA Waterview Marinas' plan includes a default investment (QDIA), automatic enrollment, a 401(k) feature, profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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