Watts Guerra Llp 401(k) Plan: Login, Facts & Contact Information

Watts Guerra Llp 401(k) Plan Facts

Plan name
WATTS GUERRA LLP RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WATTS GUERRA LLP
Participants
112 (102 active employees)
Plan assets
$14,573,821 at Dec 31, 2024
Average account balance
$126,729 across 115 accounts
Employer contributions
$208,875 in plan year 2024 (43% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2003
✓ 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-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $485,404 went into the plan in contributions, $208,875 of it from the employer (43%).
  • $1.91 million was paid out to participants.
  • Investment and other income added $1.69 million.

How the Watts Guerra Llp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201996$10.7 million—$99,817
202085$11.9 million$141,211$715,254
202190$14.0 million$152,046$996
2022100$12.8 million$166,360$65,965
202396$14.4 million$157,909$518,035
2024112$14.6 million$208,875$1.91 million

Watts Guerra Llp 401(k) Contact Information

Phone
210-447-0500
Mailing address
875 EAST ASHBY PLACE STE 1200, SAN ANTONIO TX 78212
Plan sponsor
WATTS GUERRA LLP
Employer identification number (EIN)
26-3814626
Plan number
001

Questions about the Watts Guerra Llp 401(k)

Does Watts Guerra Llp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $208,875, 43% of all contributions.

Does the Watts Guerra Llp 401(k) have automatic enrollment?

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

How many people are in the Watts Guerra Llp 401(k) plan?

112 participants at the start of plan year 2024, 102 of them active employees.

What is the average 401(k) balance at Watts Guerra Llp?

About $126,729 per account: $14.6 million in plan assets across 115 accounts with a balance at the end of plan year 2024.

Who manages the Watts Guerra Llp 401(k) accounts?

PHILLIPPI & ASSOCIATES, INC is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Watts Guerra Llp. How do I access my 401(k)?

Your account stays with PHILLIPPI & ASSOCIATES, INC 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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