How big is Williamson Financial Services' plan?

Williamson Financial Services' plan reported $2.2M in assets and 5 participants for 2024.

Original filing (PDF)20250728142756NAL0005016274001

Williamson Financial Services

Name: Williamson Financial Services — Williamson Financial, Form 5500 (2024)
Creator: Williamson Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Williamson Financial Services 401(k) Plan

401(k) retirement plan · Williamson Financial Services' Williamson Financial Services 401(k) Plan held $2.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

John Williamson signed Williamson Financial Services' 2024 Form 5500 as plan administrator.

John Williamson — 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

Williamson Financial Services' EIN is 16-1448087.

EIN 16-1448087

Plan number 001

Plan year 2024

ACK ID 20250728142756NAL0005016274001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Williamson Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Williamson Financial Services' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAMSON FINANCIAL SERVICES.

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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