How big is Watts Gwilliam & Co., LLC's plan?

Watts Gwilliam & Co., LLC's plan reported $7.4M in assets and 9 participants for 2024.

Original filing (PDF)20251013143013NAL0001425297001

Watts Gwilliam & Co., LLC

Name: Watts Gwilliam & Co., LLC — Watts Gwilliam & Co., Form 5500 (2024)
Creator: Watts Gwilliam & Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Watts Gwilliam & Co., LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Watts Gwilliam & Co., LLC's Watts Gwilliam & Co., LLC 401(k) Profit Sharing Plan held $7.4M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

People on this filing

Jeffrey Watts signed Watts Gwilliam & Co., LLC's 2024 Form 5500 as plan administrator.

Jeffrey Watts — 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

Watts Gwilliam & Co., LLC's EIN is 20-0968191.

EIN 20-0968191

Plan number 001

Plan year 2024

ACK ID 20251013143013NAL0001425297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Watts Gwilliam & Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Watts Gwilliam & Co., LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Top-tier plan health

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

Helping the score