Original filing (PDF)20250926143140NAL0021855154002

WATERHOUSE, INC.

Name: WATERHOUSE, INC. — WATERHOUSE, INC. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: WATERHOUSE, INC.

Form 5500-SF

FILING_RECEIVED

WATERHOUSE, INC. 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WATERHOUSE, INC..

Plan sponsor

Name

WATERHOUSE, INC.

EIN

99-0078238

Address

770 KAPIOLANI BLVD, STE 506 · HONOLULU, HI · 968135258

Phone

(808) 592-4806

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

TRACY CROSS & ASSOCIATES, INC.

$1.2M · 6 participants

BAKERSFIELD ASSOCIATION OF REALTORS, INC.

BAKERSFIELD ASSOCIATION OF REALTORS. INC. 401(K) PROFIT SHARING PLAN

$1.2M · 8 participants

EA HARRISON PROPRTIES INC.

EA HARRISON PROPRTIES INC.401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 2 participants

GUEFEN DEVELOPMENT COMPANY

GUEFEN CONSTRUCTION SERVICES 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 18 participants

ORRINGTON CAPITAL SERVICES CORP