How big is Watauga Group, LLC's plan?

Watauga Group, LLC's plan reported $2.2M in assets and 28 participants for 2024.

Original filing (PDF)20251010101546NAL0004134515001

Watauga Group, LLC

Name: Watauga Group, LLC — Watauga Group, LLC 401(k), Form 5500 (2024)
Creator: Watauga Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Watauga Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Watauga Group, LLC's Watauga Group, LLC 401(k) Profit Sharing Plan held $2.2M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Watauga Group, LLC's EIN is 35-2227967.

EIN 35-2227967

Plan number 001

Plan year 2024

ACK ID 20251010101546NAL0004134515001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Watauga Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WATAUGA GROUP, 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