WATG HOLDINGS, INC. 401(k) Plan
What public Form 5500 filings show about the WATG HOLDINGS, INC. 401(k) plan — and how to find and check your own account.
The WATG HOLDINGS, INC. 401(k) on its latest Form 5500
WATG HOLDINGS, INC. (EIN 20-4469303) reports WIMBERLY ALLISON TONG & GOO, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $46.9M in plan assets across 229 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full WATG HOLDINGS, INC. filing — schedules, fees, and providers.
Who runs the WATG HOLDINGS, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WATG HOLDINGS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPTRUST FINANCIAL ADVISORS.
How to check your WATG HOLDINGS, INC. 401(k)
- Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
- Ask WATG HOLDINGS, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).