How big is Wattel & York, LLC's plan?

Wattel & York, LLC's plan reported $2.4M in assets and 39 participants for 2025.

Original filing (PDF)20260330113148NAL0010953169001

Wattel & York, LLC

Name: Wattel & York, LLC — Wattel & York, LLC 401(k) Plan, Form 5500 (2025)
Creator: Wattel & York, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wattel & York, LLC 401(k) Plan

401(k) retirement plan · Wattel & York, LLC's Wattel & York, LLC 401(k) Plan held $2.4M in plan assets for 39 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

ERIN Barham signed Wattel & York, LLC's 2025 Form 5500 as plan administrator.

ERIN Barham — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wattel & York, LLC's EIN is 20-0859447.

EIN 20-0859447

Plan number 001

Plan year 2025

ACK ID 20260330113148NAL0010953169001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wattel & York, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wattel & York, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WATTEL & YORK, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off