Original filing (PDF)20250414112456NAL0000724611001

WATERS FANTA INSURANCE AGENCY LLC

Name: WATERS FANTA INSURANCE AGENCY LLC — WATERS FANTA INSURANCE 401(K) PLAN, Form 5500 (2024)
Creator: WATERS FANTA INSURANCE AGENCY LLC

Form 5500-SF

FILING_RECEIVED

WATERS FANTA INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WATERS FANTA INSURANCE AGENCY LLC

EIN

92-3566259

Address

1023 GARFIELD AVENUE · PARKERSBURG, WV · 26102

Phone

(304) 485-5569

Industry