Watermark Insights, Llc 401(k) Plan: Login, Facts & Contact Information

Watermark Insights, Llc 401(k) Plan Facts

Plan name
WATERMARK INSIGHTS 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WATERMARK INSIGHTS, LLC
Participants
445 (189 active employees)
Former employees with a balance
139
Plan assets
$25,634,800 at Dec 31, 2024
Average account balance
$79,365 across 323 accounts
Employer contributions
$643,216 in plan year 2024 (23% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 15, 2018
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 19, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.82 million went into the plan in contributions, $643,216 of it from the employer (23%).
  • $1.97 million was paid out to participants.
  • Investment and other income added $3.37 million.
  • Administrative expenses were $13,603, about $42 per account.

How the Watermark Insights, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019216$13.4 million—$858,586
2020338$15.8 million$524,883$1.82 million
2021385$17.7 million$426,854$2.36 million
2022434$15.3 million$578,791$2.05 million
2023435$21.4 million$647,338$327,405
2024445$25.6 million$643,216$1.97 million

Watermark Insights, Llc 401(k) Contact Information

Phone
512-401-2000
Mailing address
10900 STONELAKE BLVD SUITE B-350, AUSTIN TX 78759
Plan sponsor
WATERMARK INSIGHTS, LLC
Employer identification number (EIN)
13-4092743
Plan number
002

Questions about the Watermark Insights, Llc 401(k)

Does Watermark Insights, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $643,216, 23% of all contributions.

Does the Watermark Insights, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Watermark Insights, Llc 401(k) plan?

445 participants at the start of plan year 2024, 189 of them active employees, and 139 former employees who still had money in the plan.

What is the average 401(k) balance at Watermark Insights, Llc?

About $79,365 per account: $25.6 million in plan assets across 323 accounts with a balance at the end of plan year 2024.

Who manages the Watermark Insights, Llc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Watermark Insights, Llc. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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