How big is Watts Electric Company's plan?

Watts Electric Company's plan reported $9.3M in assets and 110 participants for 2024.

Original filing (PDF)20251015092752NAL0004178945001

Watts Electric Company

Name: Watts Electric Company — Watts Companies Retirement, Form 5500 (2024)
Creator: Watts Electric Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Watts Companies Retirement Plan

401(k) retirement plan · Watts Electric Company's Watts Companies Retirement Plan held $9.3M in plan assets for 110 participants in 2024.

Signals · 2

26% in single holdingNo recordkeeper disclosed

Active participants

110

Accounts w/ balance

152

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

Plan identifiers

Watts Electric Company's EIN is 47-0731535.

EIN 47-0731535

Plan number 001

Plan year 2024

ACK ID 20251015092752NAL0004178945001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Watts Electric Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Watts Electric Company's plan includes profit-sharing, automatic enrollment, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WATTS ELECTRIC COMPANY.

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How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

100

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (100th percentile).
High average account balance (89th percentile).

Plan sponsor

Name

WATTS ELECTRIC COMPANY

EIN

all filings

Address

13351 DOVERS STREET · WAVERLY, NE · 68462

Phone

(402) 786-2270

Industry

Electrical Contractors· Construction

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2S · Automatic enrollment

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Service providers (Schedule C)

No Schedule C providers reported

Investments

39 direct securities· $9.3M(100% of reported assets)

Other securities

$8.4M

35 holdings

Mutual Funds

$321K

1 holding

Common Collective Trusts

$306K

1 holding

Common Stocks

$180K

1 holding

Cash / Money Market

$43K

1 holding

					% of plan
Retirement I 2050 Fund I Class Mutual Fund	Other securities	—	—	$2.4M	26.1%
Retirement I 2035 Fund I Class Mutual Fund ** 752 Retirement I 2040 Fund I Class Mutual Fund	Other securities	—	—	$797K	8.6%
2060 Target Date Retirement fund Class R-6 Mutual Fund	Other securities	—	—	$483K	5.2%
Growth Fund of America Class R-6 Mutual Fund	Other securities	—	—	$435K	4.7%
Retirement I 2060 Fund I Class Mutual Fund	Other securities	—	—	$398K	4.3%
Global Technology and Innovation Class T Mutual Fund	Other securities	—	—	$374K	4.0%
Retirement I 2020 Fund I Class Mutual Fund ** 0 Retirement I 2030 Fund I Class Mutual Fund	Other securities	—	—	$371K	4.0%
2065 Target Date Retirement fund Class R-6 Mutual Fund	Other securities	—	—	$351K	3.8%
MFS Investment International Intrinsic Value Fund Class R3 Mutual Fund	Mutual Funds	—	—	$321K	3.5%
500 Index Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$306K	3.3%
Equity Income Class R6 Mutual Fund	Other securities	—	—	$271K	2.9%
Growth Index Admiral Shares Mutual Fund	Other securities	—	—	$267K	2.9%
Small Cap Value Index Admiral Shares Mutual Fund	Other securities	—	—	$240K	2.6%
Triton Fund Class T Mutual Fund	Other securities	—	—	$215K	2.3%
New World Fund Class R-6 Mutual Fund	Other securities	—	—	$188K	2.0%
Fiduciary Management Common Stock Fund Mutual Fund	Common Stocks	—	—	$180K	1.9%
Total Return Bond M Mutual Fund	Other securities	—	—	$176K	1.9%
Discovery Mutual Fund	Other securities	—	—	$158K	1.7%
2050 Target Date Retirement fund Class R-6 Mutual Fund	Other securities	—	—	$142K	1.5%
Natural Resources Fund Class I Mutual Fund	Other securities	—	—	$128K	1.4%
Retirement I 2065 Fund I Class Mutual Fund	Other securities	—	—	$128K	1.4%
Mid Cap Value Fund R6 Class Mutual Fund	Other securities	—	—	$125K	1.3%
Capital Appreciation Fund, I Class Mutual Fund	Other securities	—	—	$114K	1.2%
Global Real Estate Fund Class T Mutual Fund	Other securities	—	—	$107K	1.2%
2055 Target Date Retirement fund Class R-6 Mutual Fund	Other securities	—	—	$99K	1.1%
Small Cap Index Admiral Shares Mutual Fund	Other securities	—	—	$98K	1.1%
International Index Shares Mutual Fund ** 696 * Ameritas Guaranteed Investment Account Guaranteed - at contract value	Other securities	—	—	$69K	0.7%
Delaware: \ Ivy High Income Fund Class Y Mutual Fund	Other securities	—	—	$55K	0.6%
Retirement I 2010 Fund I Class Mutual Fund	Other securities	—	—	$53K	0.6%
2040 Target Date Retirement fund Class R-6 Mutual Fund	Other securities	—	—	$46K	0.5%
VIP Government Money Market Portfolio Mutual Fund	Cash / Money Market	—	—	$43K	0.5%
International New Discovery Class R3 Mutual Fund	Other securities	—	—	$36K	0.4%
2035 Target Date Retirement fund Class R-6 Mutual Fund	Other securities	—	—	$30K	0.3%
Retirement I 2055 Fund I Class Mutual Fund	Other securities	—	—	$29K	0.3%
2045 Target Date Retirement fund Class R-6 Mutual Fund	Other securities	—	—	$16K	0.2%
Retirement I 2045 Fund I Class Mutual Fund	Other securities	—	—	$5K	<0.1%
Global Bond Fund Class R6 Mutual Fund	Other securities	—	—	$3K	<0.1%
Inflation-Protect Ed Securities Admiral Shares Mutual Fund	Other securities	—	—	$2K	<0.1%
2030 Target Date Retirement fund Class R-6 Mutual Fund	Other securities	—	—	$1K	<0.1%