Waterside Financial Advisors, LLC

EIN 30-0294707financial servicesLatest filing 2025

Plans

Retirement

$572K assets

Welfare

Participants

124 N. WATER STREET, SUITE 020 - ROCKFORD, IL 61107815-963-0491watersideadvisors.comLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#001401(k)-$572K - 6 part

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Retirement#001

WATERSIDE FINANCIAL ADVISORS, LLC 401(K) PLAN

401(k)

Assets$572K

Participants6

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	WATERSIDE FINANCIAL ADVISORS, LLC 401(K) PLAN	401(k)	$572K	6	2025

Retirement plans

Filings through Sep 24, 2026.

Sponsor portfolio