Watermark Capital Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Watermark Capital Inc · EIN 204255880 · Plan #001
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 102
- With balances
- 104
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Contract administrator, Recordkeeping | $12,657 |