Watg Holdings, Inc. 401(k) Plan: Login, Facts & Contact Information

Watg Holdings, Inc. 401(k) Plan Facts

Plan name
WIMBERLY ALLISON TONG & GOO, INC. 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WATG HOLDINGS, INC.
Participants
338 (229 active employees)
Former employees with a balance
141
Plan assets
$46,857,194 at Dec 31, 2024
Average account balance
$127,676 across 367 accounts
Employer contributions
$836,780 in plan year 2024 (23% of all contributions)
Recordkeeper
Merrill Lynch, Pierce, Fenner And S
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1992
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.72 million went into the plan in contributions, $836,780 of it from the employer (23%).
  • $4.87 million was paid out to participants.
  • Investment and other income added $5.97 million.
  • Administrative expenses were $156,169, about $426 per account.

How the Watg Holdings, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019349$37.8 million$271,625$1.12 million
2020342$41.4 million$227,918$4.24 million
2021322$45.5 million$219,462$3.25 million
2022305$38.0 million$235,430$2.14 million
2023328$42.2 million$356,979$3.46 million
2024338$46.9 million$836,780$4.87 million

Watg Holdings, Inc. 401(k) Contact Information

Phone
949-574-8500
Mailing address
1730 FLIGHT WAY SUITE 150, TUSTIN CA 92782
Plan sponsor
WATG HOLDINGS, INC.
Employer identification number (EIN)
20-4469303
Plan number
001

Questions about the Watg Holdings, Inc. 401(k)

Does Watg Holdings, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $836,780, 23% of all contributions.

Does the Watg Holdings, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Watg Holdings, Inc 401(k) plan?

338 participants at the start of plan year 2024, 229 of them active employees, and 141 former employees who still had money in the plan.

What is the average 401(k) balance at Watg Holdings, Inc?

About $127,676 per account: $46.9 million in plan assets across 367 accounts with a balance at the end of plan year 2024.

Who manages the Watg Holdings, Inc 401(k) accounts?

Merrill Benefits OnLine (listed on the filing as MERRILL LYNCH, PIERCE, FENNER AND S) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Watg Holdings, Inc. How do I access my 401(k)?

Your account stays with Merrill Benefits OnLine after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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