The Waters Employee Investment Plan
Sponsored by Waters Technologies Corporation · EIN 043234558 · Plan #002
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 2,894
- With balances
- 4,210
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Trustee (institutional), Participant loan processing, Direct payment from the plan | $416,561 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $129,946 |