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Boyd Watterson Retirement Plan
Boyd Watterson Asset Management, LLC, Cleveland OH. Employer ID 341922005, plan number 002. Annual reports on file for 2014 to 2024.
Where the money went
Plans that moved money into this one:
- 2014: money from National Investment Services, Inc. Retirement Plan moved in.
- 2015: money from National Investment Services, Inc. Retirement Plan moved in.
- Filed 2014-2024Boyd Watterson Retirement Plan, Boyd Watterson Asset Management, LLC
- TodayBoyd Watterson Retirement Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2014 | 47 | — | Filing |
| 2015 | 55 | — | Filing |
| 2016 | 63 | — | Filing |
| 2017 | 78 | 4 | Filing |
| 2018 | 93 | 12 | Filing |
| 2019 | 106 | 11 | Filing |
| 2020 | 114 | 13 | Filing |
| 2021 | 132 | 16 | Filing |
| 2022 | 142 | 17 | Filing |
| 2023 | 145 | 19 | Filing |
| 2024 | 150 | 22 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.