Watermark Insights, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Watermark Insights, LLC (EIN 134092743)
  • Plan Type: 401(k)
  • Total Participants: 189
  • Total Assets: $25.6M
  • Sponsor State: TX

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024189$25.6M$643,216$2.1M
2023212$21.4M$647,338$2.1M
2022215$15.3M$578,791$1.8M

Service Providers

  • FRANK, RIMERMAN CO. LLP — Accountant / Independent Qualified Public Accountant

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