What public Form 5500 filings show about the Williams & Associates Plus One 401(k) plan — and how to find and check your own account.
Williams & Associates Plus One (EIN 33-0936055) reports WILLIAMS & ASSOCIATES PLUS ONE on its most recent Form 5500, with $3K in plan assets across 95 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 Williams & Associates Plus One filing — schedules, fees, and providers.
Williams & Associates Plus One’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 Williams & Associates Plus OneHR for the recordkeeper’s name and login.