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Sponsor portfolio

WIMBERLEY VALLEY WATERSHED ASSOCIATION

EIN 74-2879756-automotive-Latest filing 2025
Plans
2
Retirement
2
$766K assets
Welfare
0
Participants
11
1405 MOUNT SHARP ROAD - WIMBERLEY, TX 78676512-722-3390LinkedIn1-10 employeesautomotive
Plans on this EIN
2 filings
#002CashBalance-$563K - 5 part#001401k-$204K - 6 part

Retirement portfolio analytics

2 plans aggregated / $766K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • CASH BALANCE PLAN (#002)73%
  • WATERSHED ASSOCIATION 401(K) (#001)27%
Total $766KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WATERSHED ASSOCIATION 401(K) (#001)6
  • CASH BALANCE PLAN (#002)5
Total 11Click 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#002

THE WATERSHED ASSOCIATION CASH BALANCE PLAN

CashBalance

Assets$563K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE WATERSHED ASSOCIATION 401(K) PLAN

401k

Assets$204K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE WATERSHED ASSOCIATION CASH BALANCE PLANCashBalance$563K52025
001THE WATERSHED ASSOCIATION 401(K) PLAN401k$204K62025
Retirement plans
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