Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 19 in 2023
Providers › The Waterford Group LLC
The Waterford Group LLC
- Service provider, as named on Schedule C
- EIN 800675279
- Plan year 2024
- Direct compensation reported $859,739
Assets of those plans
$829,236,886
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$859,739
95% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 17 |
| 99 | Other fees | 5 |
| 15 | Recordkeeping and information management | 4 |
| 21 | Trustee (bank, trust company or similar) | 4 |
| 49 | Other services | 4 |
| 50 | Direct payment from the plan | 4 |
| 64 | Recordkeeping fees | 4 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Labella Associates Profit Sharing / 401(k) Planrecordkeeper | Labella Associates D.P.C. | $182,487,155 | 1,764 | $149,171 |
| Savatree, LLC | Savatree | $81,544,604 | 3,351 | $45,373 |
| Thielsch Engineering Inc. 401(k) Savings Plan | Thielsch Engineering | $65,154,618 | 779 | $37,101 |
| Lexicon Pharmaceuticals, Inc. 401(k) Plan | Lexicon Pharmaceuticals | $64,679,936 | 423 | $20,916 |
| Maurices Incorporated 401(k) Savings Plan | Maurices | $51,993,253 | 1,075 | $10,280 |
| Day Automation Systems, Inc. 401(k) Plan | Day Automation Systems | $50,636,053 | 224 | $20,000 |
| American Rock Salt Company 401(k) Plan | American Rock Salt | $41,762,712 | 435 | $44,000 |
| Eagle View Technologies, Inc. 401(k) Profit Sharing Plan | Eagle Technologies | $38,052,741 | 798 | $47,586 |
| The Plastic Surgery Center, PA Safe Harbor Pension Plan | JOT Management LLC D/B/A Sycamore Medical Management | $30,366,717 | 507 | $48,893 |
| Cramer Production Employee's 401(k) Plan | Cramer Production Business Trust | $30,151,213 | 210 | $46,875 |
| Elizabeth Wende Breast Care, LLC 401(k) Profit Sharing Planrecordkeeper | Elizabeth Wende Breast Care | $29,872,401 | 170 | $105,127 |
| A123 Systems LLC 401(k) Plan | A123 Systems | $25,328,137 | 309 | $0 |
| Progressive Machine & Design, LLC 401(k) Plan | Progressive Machine & Design | $25,044,606 | 217 | $25,000 |
| Genesee Regional Bank 401(k) Plan and Trust | Genesee Regional Bank | $22,184,520 | 206 | $58,912 |
| Insidere 401(k) Retirement Plan | Insidere | $21,196,320 | 489 | $63,000 |
| Medford Wellington, Inc. 401(k) and Profit Sharing Plan | Medford Wellington Service | $15,658,831 | 141 | $35,331 |
| Alumni Ventures 401(k) Plan | Alumni Ventures Group | $15,404,147 | 191 | $12,500 |
| Eldorado Country Club 401(k) Profit Sharing Planrecordkeeper | Eldorado Country Club | $12,066,822 | 196 | $25,221 |
| Usherwood Business Equipment Inc. DBA Usherwood Office Technology 401(k) Profit Sharing Plan | Usherwood Business Equipment | $11,586,962 | 167 | $24,000 |
| American Aerogel Corporation 401(k) Profit Sharing Planrecordkeeper | American Aerogel | $7,378,828 | 264 | $19,455 |
| Talentbridge Companies 401(k) Plan | Employee Relations Associates | $6,686,310 | 125 | $20,998 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.