Waterfleet 401(k) Plan
Sponsored by Waterfleet, Llc · EIN 464753356 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 116
- With balances
- 160
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates | Investment advisory (participants) | $21,404 |
| John Hancock Life Ins Co (Usa) | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $5,362 |