How big is Watson Spence, LLP's plan?

Watson Spence, LLP's plan reported $24.8M in assets and 24 participants for 2025.

Original filing (PDF)20260416142537NAL0012455667001

Watson Spence, LLP

Name: Watson Spence, LLP — Watson Spence, LLP 401(k), Form 5500 (2025)
Creator: Watson Spence, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Watson Spence, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Watson Spence, LLP's Watson Spence, LLP 401(k) Profit Sharing Plan held $24.8M in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.8M

Net assets (EOY)

$24.8M

People on this filing

Michael D McDonald signed Watson Spence, LLP's 2025 Form 5500 as plan administrator.

Michael D McDonald — 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

Watson Spence, LLP's EIN is 58-0552427.

EIN 58-0552427

Plan number 002

Plan year 2025

ACK ID 20260416142537NAL0012455667001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Watson Spence, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Watson Spence, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WATSON SPENCE, LLP.

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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