P 401(k) Plan Report

Stable plan record

WATERLOO CAPITAL MANAGEMENT 401(K) PLAN

Sponsored by WATERLOO CAPITAL MANAGEMENT, LLC · EIN/PN 461491233-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$4,694
Administrative cost per participant
2025
$79
Active participants
2025
14
Total plan assets
2025
$1,543,974
Participant loans as a share of assets
2025
0.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260504103854NAL000221229100114$4,694
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.