How big is Happy HOUR Waterloo's plan?

Happy HOUR Waterloo's plan reported $16K in assets and 53 participants for 2024.

Original filing (PDF)20250718093359NAL0000727763001

Happy HOUR Waterloo

Name: Happy HOUR Waterloo — Happy HOUR Waterloo 401(k), Form 5500 (2024)
Creator: Happy HOUR Waterloo
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Happy HOUR Waterloo 401(k) Plan

401(k) retirement plan · Happy HOUR Waterloo's Happy HOUR Waterloo 401(k) Plan held $16K in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

People on this filing

Marcus Bowie signed Happy HOUR Waterloo'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

Happy HOUR Waterloo's EIN is 88-2799658.

EIN 88-2799658

Plan number 001

Plan year 2024

ACK ID 20250718093359NAL0000727763001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Happy HOUR Waterloo from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Happy HOUR Waterloo'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 HAPPY HOUR WATERLOO.

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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