Watermark Retirement Communities, Llc 401(k) Plan
Sponsored by Watermark Retirement Communities, Llc · EIN 860587483 · Plan #001
- Total assets
- $53.8M
- Net assets
- $53.8M
- Active participants
- 2,946
- With balances
- 3,066
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 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 | $322,807 |
| Merrill Lynch Pierce Fenner & Smith | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $93,745 |
| Watermark Retirement | Accounting, Direct payment from the plan | $30,000 |
| Watermark Retirement Com | Accounting, Investment advisory (plan), Direct payment from the plan | $25,352 |