WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN

At the end of 2022, the total retirement plan assets of WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN is $47,123,239.This plan was established in 2005.

At the end of 2022, the total number of retirement plan participants in WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN is 142

In 2022, the average participant retirement account value for WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN is $331,853

In 2022, the estimated average employee contribution amount per participant for WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN is $17,028

In 2022, the estimated average employer match for an employee in WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN is approximately $18,625

In 2022, WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN allocates $2,644,753 to match its employees’ contributions, providing an employer match rate of 115.04% of their contributions

In 2022, the total retirement plan asset growth rate of WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN is -14.44%

In 2022, the estimated aggregate retirement account investment gain/loss for WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN is -17.06%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN is 0.00%.

Enrollment Features

WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.