PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WATERMARK SERVICES IV, LLC
Sponsor portfolio

WATERMARK SERVICES IV, LLC

EIN 27-1376131-human resources-Latest filing 2025
Plans
2
Retirement
2
$767K assets
Welfare
0
Participants
118
2020 W RUDASILL RD - TUCSON, AZ 857047800520-797-4000LinkedIn51-200 employeeshuman resources
Plans on this EIN
2 filings
#004401k-$508K - 57 part#002401k-$260K - 61 part

Retirement portfolio analytics

2 plans aggregated / $767K assets / 118 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • 3030 UNION 401(K) (#004)66%
  • TREE UNION 401(K) (#002)34%
Total $767KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TREE UNION 401(K) (#002)61
  • 3030 UNION 401(K) (#004)57
Total 118Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

3030 UNION 401(K) PLAN

401k

Assets$508K
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROSE TREE UNION 401(K) PLAN

401k

Assets$260K
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
0043030 UNION 401(K) PLAN401k$508K572024
002ROSE TREE UNION 401(K) PLAN401k$260K612025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica