How big is HV Watterson Holdings, LLC's plan?

HV Watterson Holdings, LLC's plan reported $8.9M in assets and 284 participants for 2024.

Original filing (PDF)20250707135133NAL0005922032001

HV Watterson Holdings, LLC

Name: HV Watterson Holdings, LLC — Watterson 401(k) Plan, Form 5500 (2024)
Creator: HV Watterson Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Watterson 401(k) Plan

401(k) retirement plan · HV Watterson Holdings, LLC's Watterson 401(k) Plan held $8.9M in plan assets for 284 participants in 2024.

Signals · 1

No auditor on file

Active participants

284

Accounts w/ balance

286

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

People on this filing

Michelle Hoffman signed HV Watterson Holdings, LLC's 2024 Form 5500 as plan administrator.

Michelle Hoffman — 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

HV Watterson Holdings, LLC's EIN is 87-3611264.

EIN 87-3611264

Plan number 001

Plan year 2024

ACK ID 20250707135133NAL0005922032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HV Watterson Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HV Watterson Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off