How big is Waterlily Caregiving Inc.'s plan?

Waterlily Caregiving Inc.'s plan reported $208K in assets and 4 participants for 2024.

Original filing (PDF)20250718155002NAL0002099729001

Waterlily Caregiving Inc.

Name: Waterlily Caregiving Inc. — Waterlily 401(k) Plan, Form 5500 (2024)
Creator: Waterlily Caregiving Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waterlily 401(k) Plan

401(k) retirement plan · Waterlily Caregiving Inc.'s Waterlily 401(k) Plan held $208K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$208K

Net assets (EOY)

$208K

People on this filing

Marcus Bowie signed Waterlily Caregiving Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Waterlily Caregiving Inc.'s EIN is 87-3800274.

EIN 87-3800274

Plan number 001

Plan year 2024

ACK ID 20250718155002NAL0002099729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waterlily Caregiving Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waterlily Caregiving Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

WATERLILY CAREGIVING INC

EIN

all filings

Address

401 HARRISON ST APT 5A · SAN FRANCISCO, CA · 94105

Phone

(626) 589-9149

Industry

Health Care & Social Assistance

Plan administrator