WATSCO, INC. 401(k) Plan
What public Form 5500 filings show about the WATSCO, INC. 401(k) plan — and how to find and check your own account.
The WATSCO, INC. 401(k) on its latest Form 5500
WATSCO, INC. (EIN 59-0778222) reports WATSCO, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST on its most recent Form 5500, with $562.1M in plan assets across 6,285 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 WATSCO, INC. filing — schedules, fees, and providers.
Who runs the WATSCO, 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 T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WATSCO, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO.
How to check your WATSCO, INC. 401(k)
- Log in to T. Rowe Price’s participant portal (the site on your statements).
- Ask WATSCO, 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).