How big is HV Watterson Holdings, LLC's plan?

HV Watterson Holdings, LLC's plan reported $2.6M in assets and 180 participants for 2023.

Original filing (PDF)20240718075036NAL0005225601001

HV Watterson Holdings, LLC

Name: HV Watterson Holdings, LLC — Watterson 401(k) Plan, Form 5500 (2023)
Creator: HV Watterson Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Watterson 401(k) Plan

401(k) retirement plan · HV Watterson Holdings, LLC's Watterson 401(k) Plan held $2.6M in plan assets for 180 participants in 2023.

Signals · 1

No auditor on file

Active participants

180

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Michelle Hoffman signed HV Watterson Holdings, LLC's 2023 Form 5500 as plan administrator.

Michelle Hoffman — 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

HV Watterson Holdings, LLC's EIN is 36-4480361.

EIN 36-4480361

Plan number 001

Plan year 2023

ACK ID 20240718075036NAL0005225601001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for HV Watterson Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

HV Watterson Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score