James Watterson signed Watterson Construction Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Watterson Construction Company's EIN is 92-0078826.
Download the official 2024 Form 5500 (PDF) for Watterson Construction Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Watterson Construction Company's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE COMPANY | 47-0098400 | — | RECORDKEEPER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNNEX & SHOEMAKER | 91-1072394 | — | TPA | — | — |
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.
| % of plan | |||
|---|---|---|---|
| VANGUARD 500 INDEX AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $1.6M | 11.9% |
| T ROWE RETIREMENT 2050 FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $1.5M | 11.7% |
| AMERICAN CENTURY INTL GROWTH AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $1.4M | 10.8% |
| STABLE FIXED INVESTMENT AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $1.2M | 8.9% |
| T ROWE RETIREMENT 2035 FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $1.1M | 8.1% |
| T ROWE RETIREMENT 2030 FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $908K | 6.9% |
| FIDELITY ADVISOR EQUITY INCOME AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $883K | 6.7% |
| T ROWE RETIREMENT 2055 FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $787K | 6.0% |
| T ROWE 2060 FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $710K | 5.4% |
| VANGUARD SMALL CAP INDEX AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $369K | 2.8% |
| LOOMIS SAYLES INVESTMENT AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $362K | 2.8% |
| DFA REAL ESTATE SECURITIES AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $243K | 1.8% |
| DFA US TARGETED VALUE PORT AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $214K | 1.6% |
| PIMCO HIGH YIELD FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $202K | 1.5% |
| T ROWE RETIREMENT 2045 FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $197K | 1.5% |
| T ROWE 2065 FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $166K | 1.3% |
| VANGUARD EXPLORER FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $161K | 1.2% |
| VANGUARD INTL VALUE AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $156K | 1.2% |
| VANGUARD TOTAL INTL AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $154K | 1.2% |
| DFA INFLATION PROTECT ED AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $147K | 1.1% |
| AMERICAN CENTURY INTL GROWTH AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $145K | 1.1% |
| VANGUARD MID CAP INDEX FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $130K | 1.0% |
| DFA EMERGING MARKETS EQUITY AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $129K | 1.0% |
| FIDELITY VIP GOVERNMENT MM AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $115K | 0.9% |
| T ROWE RETIREMENT 2040 FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $74K | 0.6% |
| T ROWE RETIREMENT 2020 FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $69K | 0.5% |
| T ROWE RETIREMENT 2025 FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $67K | 0.5% |
| T ROWE MID CAP VALUE FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $16K | 0.1% |
| T ROWE BALANCED FUND AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SWALLING & ASSOCIATES | 92-0138439 | — | AUDITOR | — | — |