How big is Wayne Watley Insurance Agency LLC's plan?

Wayne Watley Insurance Agency LLC's plan reported $15K in assets and 6 participants for 2025.

Original filing (PDF)20260326111937NAL0010425506001

Wayne Watley Insurance Agency LLC

Name: Wayne Watley Insurance Agency LLC — Wayne Watley, Form 5500 (2025)
Creator: Wayne Watley Insurance Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wayne Watley Insurance Agency LLC 401(k) Plan

401(k) retirement plan · Wayne Watley Insurance Agency LLC's Wayne Watley Insurance Agency LLC 401(k) Plan held $15K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

People on this filing

Rebecca Trotter signed Wayne Watley Insurance Agency LLC's 2025 Form 5500 as plan administrator.

Rebecca Trotter — 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

Wayne Watley Insurance Agency LLC's EIN is 84-2998094.

EIN 84-2998094

Plan number 001

Plan year 2025

ACK ID 20260326111937NAL0010425506001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wayne Watley Insurance Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wayne Watley Insurance Agency LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAYNE WATLEY INSURANCE AGENCY 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