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  2. Watermark Financial Services, Inc.

Filings through Oct 24, 2026.

Watermark Financial Services, Inc.

EIN 39-1615990-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.4M assets
Health & Benefits
0
Participants
9
2555 E. CALUMET ST. - APPLETON, WI 54915920-734-2555
Plans on this EIN
1 filing
#001401(k)-$2.4M - 9 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WATERMARK FINANCIAL SERVICES, INC. 401(K) PLAN

401(k)

Assets$2.4M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WATERMARK FINANCIAL SERVICES, INC. 401(K) PLAN401(k)$2.4M92025
  • WATERMARK FINANCIAL SERVICES, INC. 401(K) PLAN$2.4M
    #001 · 401(k) · 20259
Retirement plans
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