Waterfall Asset Management Llc 401(k) Plan
Sponsored by Waterfall Asset Management Llc · EIN 202421778 · Plan #001
- Total assets
- $32.2M
- Net assets
- $32.2M
- Active participants
- 137
- With balances
- 196
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $122,566 |
| Merrill Lynch | Consulting (pension), Investment advisory (plan), Other fees | $0 |
| Prime Pensions, Inc. | Other services, Other fees | $0 |