What public Form 5500 filings show about the Robert Williams Insurance and FI 401(k) plan — and how to find and check your own account.
Robert Williams Insurance and FI (EIN 93-4235372) reports ROBERT H WILLIAMS 401(K) PLAN on its most recent Form 5500, with $10K in plan assets across 5 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Robert Williams Insurance and FI filing — schedules, fees, and providers.
Robert Williams Insurance and FI’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Robert Williams Insurance and FIHR for the recordkeeper’s name and login.
