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RUST, EWING, WATT & HANEY, INC. — RUST, EWING,WATT & HANEY, INC. 401K RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250728102157NAL0004289650001
RUST, EWING, WATT & HANEY, INC.
Form 5500-SF
FILING_RECEIVED
RUST, EWING,WATT & HANEY, INC. 401K RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
54
Accounts w/ balance
54
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RUST, EWING, WATT & HANEY, INC.
.
Find decision makers
Plan sponsor
Name
RUST, EWING, WATT & HANEY, INC.
EIN
74-2136182
Address
7900 E.F. LOWERY EXPRESSWAY · TEXAS CITY, TX · 77591
Phone
(409) 935-7394
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Name
RUST, EWING, WATT & HANEY, INC.
EIN
74-2136182
City
TEXAS CITY, TX
Phone
(409) 935-7394
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 providers
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Helping the score
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