How big is Foreman, Watson, Holtrey, LLP's plan?

Foreman, Watson, Holtrey, LLP's plan reported $4.1M in assets and 84 participants for 2024.

Original filing (PDF)20250902093513NAL0024228192001

Foreman, Watson, Holtrey, LLP

Name: Foreman, Watson, Holtrey, LLP — Foreman, Watson, Form 5500 (2024)
Creator: Foreman, Watson, Holtrey, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Foreman, Watson, Holtrey, LLP 401(k) Plan

401(k) retirement plan · Foreman, Watson, Holtrey, LLP's Foreman, Watson, Holtrey, LLP 401(k) Plan held $4.1M in plan assets for 84 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Patrick Rykwalder signed Foreman, Watson, Holtrey, LLP's 2024 Form 5500 as plan administrator.

Patrick Rykwalder — 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

Foreman, Watson, Holtrey, LLP's EIN is 61-1291078.

EIN 61-1291078

Plan number 001

Plan year 2024

ACK ID 20250902093513NAL0024228192001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Foreman, Watson, Holtrey, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Foreman, Watson, Holtrey, LLP'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 FOREMAN, WATSON, HOLTREY, LLP.

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Plan health score

Above-average plan

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

Knocking points off