Original filing (PDF)20250923180658NAL0007262640001

WATTS HEALTHCARE CORPORATION

Name: WATTS HEALTHCARE CORPORATION — WATTS HEALTHCARE CORPORATION MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: WATTS HEALTHCARE CORPORATION

Form 5500

FILING_RECEIVED

WATTS HEALTHCARE CORPORATION MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

251

Accounts w/ balance

299

Plan assets (EOY)

$9.6M

Net assets (EOY)

$9.6M

How this plan invests

This plan

1 pooled trust

Schedule D

42 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

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WATTS HEALTHCARE CORPORATION

EIN

75-3110613

Address

10300 COMPTON AVE · LOS ANGELES, CA · 900023628

Phone

(323) 564-4331

Industry

Outpatient Care Centers· Health Care & Social Assistancesee all

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

2025-09-23

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

VASQUEZ & COMPANY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$8K	—

Investments

42 direct securities · 1 pooled fund· $17.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$9.5M

40 holdings

Pooled Separate Account

$8.0M

1 holding

Cash / Money Market

$35K

1 holding

Pooled Separate Accounts

$7K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$8.0M	83.5%
Annuity Contract * Mutual of America Mutual of America Interest Accumulation Account Fund	Other securities	—	—	$1.5M	16.0%
Mutual of America Mutual of America Clear Passage 2030 Fund	Other securities	—	—	$1.3M	13.4%
Mutual of America Mutual of America Retirement Income Fund	Other securities	—	—	$1.2M	12.4%
Mutual of America Mutual of America Clear Passage 2025 Fund	Other securities	—	—	$1.1M	11.1%
Mutual of America Mutual of America Clear Passage 2040 Fund	Other securities	—	—	$862K	9.0%
Mutual of America Mutual of America Clear Passage 2035 Fund	Other securities	—	—	$835K	8.7%
Mutual of America Mutual of America Clear Passage 2045 Fund	Other securities	—	—	$517K	5.4%
Mutual of America Mutual of America Clear Passage 2050 Fund	Other securities	—	—	$340K	3.6%
Mutual of America Mutual of America Equity Index Fund	Other securities	—	—	$302K	3.1%
Goldman Sachs Goldman Sachs VIT US Equity Insights Fund	Other securities	—	—	$259K	2.7%
Mutual of America Mutual of America Clear Passage 2055 Fund	Other securities	—	—	$236K	2.5%
Mutual of America Mutual of America Clear Passage 2060 Fund	Other securities	—	—	$162K	1.7%
Goldman Sachs Goldman Sachs VIT Small Cap Equity Insights Fund	Other securities	—	—	$103K	1.1%
Mutual of America Mutual of America Conserv Alloc.	Other securities	—	—	$101K	1.1%
Mutual of America Mutual of America Clear Passage 2020 Fund	Other securities	—	—	$87K	0.9%
Vanguard VIF Diversified Value Portfolio	Other securities	—	—	$74K	0.8%
Fidelity Fidelity® VIP Mid Cap Portfolio	Other securities	—	—	$65K	0.7%
DWS Capital Growth VIP	Other securities	—	—	$54K	0.6%
Mutual of America Mutual of America Small Cap Equity Index Fund	Other securities	—	—	$54K	0.6%
American Funds American Funds Insurance Series® New World Fund® ** 574 Delaware VIP® Small Cap Value Series	Other securities	—	—	$48K	0.5%
Mutual of America Mutual of America International Fund	Other securities	—	—	$38K	0.4%
Fidelity Fidelity® VIP Contrafund® Portfolio	Other securities	—	—	$36K	0.4%
Mutual of America Mutual of America Intermediate Bond Fund ** 565 * Mutual of America Mutual of America Core Bond Fund 530 Neuberger Berman Neuberger Berman AMT Sustainable Equity 765 T. Rowe Price T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$36K	0.4%
Mutual of America Mutual of America Money Market Fund	Cash / Money Market	—	—	$35K	0.4%
Mutual of America Mutual of America Moderate Allocation	Other securities	—	—	$34K	0.4%
Mutual of America Mutual of America Small Cap Growth Fund	Other securities	—	—	$32K	0.3%
Mutual of America Mutual of America Clear Passage 2065 Fund	Other securities	—	—	$29K	0.3%
Mutual of America Mutual of America Mid-Cap Equity Index	Other securities	—	—	$16K	0.2%
Vanguard VIF Real Estate Index Portfolio	Other securities	—	—	$13K	0.1%
Mutual of America Mutual of America Mid Cap Value Fund	Other securities	—	—	$13K	0.1%
Mutual of America Mutual of America All America Fund	Other securities	—	—	$12K	0.1%
Mutual of America Mutual of America Small Cap Value Fund	Other securities	—	—	$12K	0.1%
Vanguard Total Bond Mkt I Prt	Other securities	—	—	$10K	0.1%
Mutual of America Mutual of America Aggressive Allocation	Other securities	—	—	$9K	<0.1%
American Century	Pooled Separate Accounts	—	—	$7K	<0.1%
Mutual of America Mutual of America Balanced Fund	Other securities	—	—	$7K	<0.1%
Vanguard VIF International Portfolio	Other securities	—	—	$7K	<0.1%
Fidelity Fidelity® VIP Equity-Income Portfolio	Other securities	—	—	$6K	<0.1%
Invesco Oppenheimer VA Main Street	Other securities	—	—	$6K	<0.1%
Victory RS Small Cap Growth Equity VIP	Other securities	—	—	$2K	<0.1%
Fidelity Fidelity® VIP Asset Manager Portfolio	Other securities	—	—	$1K	<0.1%
MFS MFS® VIT III Mid Cap Value Portfolio	Other securities	—	—	$1K	<0.1%