Sponsor portfolio
WATERCRESS FINANCIAL GROUP
EIN 86-1736782financial servicesLatest filing 2024
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
80
2829 WESTOWN PARKWAY, SUITE 200 - WEST DES MOINES, IA 50266319-217-0889watercressgroup.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WATERCRESS FINANCIAL GROUP SAFE HARBOR 401(K) PLAN | 401k | $2.0M | 80 | 2024 |
Retirement plans