Back to filter
Original filing (PDF)20251010101546NAL0004134515001
WATAUGA GROUP, LLC
Form 5500-SF
FILING_RECEIVED
WATAUGA GROUP, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
28
Accounts w/ balance
38
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WATAUGA GROUP, LLC.
Plan sponsor
Name
WATAUGA GROUP, LLC
EIN
35-2227967
Address
37 N. ORANGE AVE, SUITE 400-B · ORLANDO, FL · 32801
Phone
(407) 982-2696
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
THE ORANGE AGENCY
THE ORANGE AGENCY 401(K) PROFIT SHARING PLAN
$2.2M · 2 participants
THE TREMENDOUSNESS COLLECTIVE LLC
TREMENDOUSNESS 401(K) PLAN
$2.2M · 14 participants
BAND OF CODERS 401 (K) RETIREMENT PLAN
BAND OF CODERS 401 (K) RETIREMENT TRUST
$2.2M · 6 participants
RED OAK BRANDED SOLUTIONS
RED OAK BRANDED SOLUTIONS 401(K) PLAN
$2.2M · 23 participants
TWR HOLDINGS LLC
TWR HOLDINGS LLC 401 K PROFIT SHARING PLAN TRUST
$2.2M · 58 participants
R & J STRATEGIC COMMUNICATIONS,
R & J STRATEGIC COMMUNICATIONS, LLC 401(K) PROFIT SHARING PLAN
$2.2M · 17 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants