Watermark Estate Management Services, LLC401(k)

Watermark Estate Management Services, LLC's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $59,926,198 across 168 participant accounts, with employer contributions averaging $23,557 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 287th-largest of 1,714 plans among Washington employers on file, and the 266th of 2,534 in administrative & support services. In 2024, the employer put in $1.08 for every $1.00 employees contributed themselves; active participation has shrunk from 130 to 109 since 2022.