How big is HENE Watson Advisors, LLC's plan?

HENE Watson Advisors, LLC's plan reported $1.0M in assets and 5 participants for 2025.

Original filing (PDF)20260202092454NAL0001422816001

HENE Watson Advisors, LLC

Name: HENE Watson Advisors, LLC — HENE Watson Advisors, Form 5500 (2025)
Creator: HENE Watson Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HENE Watson Advisors, LLC 401(k) Plan

401(k) retirement plan · HENE Watson Advisors, LLC's HENE Watson Advisors, LLC 401(k) Plan held $1.0M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

HENE Watson Advisors, LLC's EIN is 83-4658667.

EIN 83-4658667

Plan number 002

Plan year 2025

ACK ID 20260202092454NAL0001422816001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

HENE Watson Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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