Original filing (PDF)20250423091621NAL0005506897001

D WATKINS & CO, INC.

Name: D WATKINS & CO, INC. — D WATKINS & CO, INC. MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: D WATKINS & CO, INC.

Form 5500-SF

FILING_RECEIVED

D WATKINS & CO, INC. MONEY PURCHASE PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 28.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D WATKINS & CO, INC..

Plan sponsor

Name

D WATKINS & CO, INC.

EIN

76-0071430

Address

PO BOX 271-017 · HOUSTON, TX · 772771017

Phone

(281) 648-1700

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2021-06-01

Tax period

2022-01-31

Filed

2025-04-23

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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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