What public Form 5500 filings show about the Thomas Williams CPA, PLLC 401(k) plan — and how to find and check your own account.
Thomas Williams CPA, PLLC (EIN 20-3928435) reports THOMAS WILLIAMS, CPA & ASSOCIATES, PLLC 401(K) RETIREMENT PLAN on its most recent Form 5500, with $725K in plan assets across 3 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 Thomas Williams CPA, PLLC filing — schedules, fees, and providers.
Thomas Williams CPA, PLLC’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 Thomas Williams CPA, PLLCHR for the recordkeeper’s name and login.
