Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WATTS & ASSOCIATES, INC.
EIN 76-0731941Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
9
1820 HEIGHTS BLVD. - HOUSTON, TX 77008713-277-7981
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WATTS & ASSOCIATES, INC. SOLO 401(K) PSP
401k
Assets$3.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WATTS & ASSOCIATES, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WATTS & ASSOCIATES, INC. SOLO 401(K) PSP | 401k | $3.4M | 7 | 2025 | |
| 002 | WATTS & ASSOCIATES, INC. DEFINED BENEFIT PLAN | TraditionalDB | $1.6M | 2 | 2024 |
Retirement plans