Form 5500 Search

GREAT WATERS WEALTH MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
2
Active participants
13,378
Total plan assets
$7.9B
Filings (rows)
2
Direct comp
$11K
Indirect comp
$0

SERVICES PROVIDED

Other1
Broker1

Top plans served

All 2 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
OMAHA, NE
Other
NONE
12,137$7.7B$5K
SOUTHERN GRAPHICS INC.
SOUTHERN GRAPHICS INC. SAVINGS PLAN
LOUISVILLE, KY
Broker
SECURITIES BROKER
1,241$202.1M$6K
GREAT WATERS WEALTH MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search