The Waters 401(k) Retirement Plan
Sponsored by The Waters Senior Living Management · EIN 472261071 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 1,934
- With balances
- 378
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 |
|---|---|---|
| Christensen Group Financial, Llc CRD 318144 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $38,994 |
| Christensen Group Financial, Llc | Investment advisory (plan), Consulting fees | $22,591 |
| Wipfli, Llp | Accounting, Direct payment from the plan | $12,500 |