The Waterworks Future Enrichment Program
Sponsored by The Waterworks, Llc · EIN 311162504 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 231
- With balances
- 256
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $64,578 |
| Creative Retirement Systems | Contract administrator, Direct payment from the plan, Other services | $3,644 |
| Principal Securities Inc | Other services, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |