Waterman Communities, Inc.401(k)
WATERMAN VILLAGE 401(K) RETIREMENT PLAN · MOUNT DORA, FL · plan year 2023
Waterman Communities, Inc. reported $56,175 in plan administrative expenses for 2023: 1.23% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio has held roughly steady near 1.234%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,465th of 3,644), and 7,856th of 11,911 in health care & social assistance.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 592867652 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.