How big is Watts Capital Partners, LLC's plan?

Watts Capital Partners, LLC's plan reported $408K in assets and 5 participants for 2024.

Original filing (PDF)20250922083818NAL0004459905001

Watts Capital Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Watts Capital Partners, LLC Incentive Savings Plan

401(k) retirement plan · Watts Capital Partners, LLC's Watts Capital Partners, LLC Incentive Savings Plan held $408K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

People on this filing

TY Buckelew signed Watts Capital Partners, LLC's 2024 Form 5500 as plan administrator.

TY Buckelew — 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 Capital Partners, LLC's EIN is 26-2541848.

EIN 26-2541848

Plan number 001

Plan year 2024

ACK ID 20250922083818NAL0004459905001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Watts Capital Partners, LLC's plan includes profit-sharing, 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 CAPITAL PARTNERS, LLC.

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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