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Watson Insurance Agency, Inc. 401(k) Plan

What public Form 5500 filings show about the Watson Insurance Agency, Inc. 401(k) plan — and how to find and check your own account.

Plan assets
$14.7M
Participants
64
Plans on file
1

The Watson Insurance Agency, Inc. 401(k) on its latest Form 5500

Watson Insurance Agency, Inc. (EIN 56-0445105) reports WATSON INSURANCE AGENCY, INC. SAVINGS PLAN on its most recent Form 5500, with $14.7M in plan assets across 64 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 Watson Insurance Agency, Inc. filing — schedules, fees, and providers.

Who runs the Watson Insurance Agency, Inc. 401(k)?

Watson Insurance Agency, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Watson Insurance Agency, Inc.HR for the recordkeeper’s name and login.

How to check your Watson Insurance Agency, Inc. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask Watson Insurance Agency, 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).
More on this employer: Watson Insurance Agency, Inc. — all Form 5500 filings (EIN 56-0445105) · North Carolina employer EIN lookup · Form 5500 search
Watson Insurance Agency, Inc. 401(k) Plan — Form 5500