Assets by plan
Share of aggregate retirement assets
Filings through .
Watermark Services IV, LLC
EIN 27-1376131human resourcesLatest filing 2025
Plans
2
Retirement
2
$767K assets
Health & Benefits
0
Participants
118
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $767K assets / 118 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
3030 UNION 401(K) PLAN
401(k)
Assets$508K
Participants57
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ROSE TREE UNION 401(K) PLAN
401(k)
Assets$260K
Participants61
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | 3030 UNION 401(K) PLAN | 401(k) | $508K | 57 | 2024 |
| #002 | ROSE TREE UNION 401(K) PLAN | 401(k) | $260K | 61 | 2025 |
- #004 · 401(k) · 202457
- #002 · 401(k) · 202561
Retirement plans