How big is Williams Asset Management's plan?

Williams Asset Management's plan reported $4.0M in assets and 11 participants for 2025.

Original filing (PDF)20260326082841NAL0004607505001

Williams Asset Management

Name: Williams Asset Management — Williams Asset, Form 5500 (2025)
Creator: Williams Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Williams Asset Management 401(k) Plan

401(k) retirement plan · Williams Asset Management's Williams Asset Management 401(k) Plan held $4.0M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Williams Asset Management's EIN is 14-1840009.

EIN 14-1840009

Plan number 001

Plan year 2025

ACK ID 20260326082841NAL0004607505001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Williams Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Williams Asset Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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