What public Form 5500 filings show about the XAD Corporation DBA Williamson Wealth Advisors 401(k) plan — and how to find and check your own account.
XAD Corporation DBA Williamson Wealth Advisors (EIN 56-2314005) reports WILLIAMSON WEALTH ADVISORS 401(K) PLAN on its most recent Form 5500, with $528K 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 XAD Corporation DBA Williamson Wealth Advisors filing — schedules, fees, and providers.
XAD Corporation DBA Williamson Wealth Advisors’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 XAD Corporation DBA Williamson Wealth AdvisorsHR for the recordkeeper’s name and login.
