Original filing (PDF)20250623154455NAL0006536193001

WILLIAMS MEMORIAL INSTITUTE

Name: WILLIAMS MEMORIAL INSTITUTE — THE WILLIAMS SCHOOL 403(B) DC PLAN, Form 5500 (2024)
Creator: WILLIAMS MEMORIAL INSTITUTE

Form 5500-SF

FILING_RECEIVED

THE WILLIAMS SCHOOL 403(B) DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

158

Plan assets (EOY)

$22.6M

Net assets (EOY)

$22.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAMS MEMORIAL INSTITUTE.

Plan sponsor

Name

WILLIAMS MEMORIAL INSTITUTE

EIN

06-0646964

Address

182 MOHEGAN AVENUE · NEW LONDON, CT · 06320

Phone

(860) 443-5333

Industry

Educational Servicessee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(844) 367-2848

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-23

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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