How big is Williams Memorial Institute's plan?

Williams Memorial Institute's plan reported $22.6M in assets and 50 participants for 2024.

Original filing (PDF)20250623154455NAL0006536193001

Williams Memorial Institute

Name: Williams Memorial Institute — The Williams School, Form 5500 (2024)
Creator: Williams Memorial Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Williams School 403(b) DC Plan

403(b) retirement plan · Williams Memorial Institute's The Williams School 403(b) DC Plan held $22.6M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

158

Plan assets (EOY)

$22.6M

Net assets (EOY)

$22.6M

People on this filing

David Mauger signed Williams Memorial Institute's 2024 Form 5500 as plan administrator.

David Mauger — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Williams Memorial Institute's EIN is 06-0646964.

EIN 06-0646964

Plan number 001

Plan year 2024

ACK ID 20250623154455NAL0006536193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Williams Memorial Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Williams Memorial Institute's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAMS MEMORIAL INSTITUTE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

WILLIAMS MEMORIAL INSTITUTE

EIN

all filings

Address

182 MOHEGAN AVENUE · NEW LONDON, CT · 06320

Phone

(860) 443-5333

Industry

Educational Services

Plan administrator