How big is Watkins, Lourie, ROLL & Chance, PC's plan?

Watkins, Lourie, ROLL & Chance, PC's plan reported $6.5M in assets and 9 participants for 2022.

Original filing (PDF)20230705100733NAL0016967968001

Watkins, Lourie, ROLL & Chance, PC

Name: Watkins, Lourie, ROLL & Chance, PC — Watkins, Form 5500 (2022)
Creator: Watkins, Lourie, ROLL & Chance, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Watkins, Lourie, ROLL & Chance, PC 401(k) Plan

401(k) retirement plan · Watkins, Lourie, ROLL & Chance, PC's Watkins, Lourie, ROLL & Chance, PC 401(k) Plan held $6.5M in plan assets for 9 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan identifiers

Watkins, Lourie, ROLL & Chance, PC's EIN is 20-1274403.

EIN 20-1274403

Plan number 001

Plan year 2022

ACK ID 20230705100733NAL0016967968001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Watkins, Lourie, ROLL & Chance, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Watkins, Lourie, ROLL & Chance, PC's plan includes profit-sharing, 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 WATKINS, LOURIE, ROLL & CHANCE, PC.

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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