Original filing (PDF)20250506160946NAL0009237057001

TRACY WILLIAMS STATE FARM

Name: TRACY WILLIAMS STATE FARM — TRACY WILLIAMS STATE FARM 401(K), Form 5500 (2024)
Creator: TRACY WILLIAMS STATE FARM

Form 5500-SF

FILING_RECEIVED

TRACY WILLIAMS STATE FARM 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$752K

Net assets (EOY)

$752K

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 average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

TRACY WILLIAMS STATE FARM

EIN

20-2549371all filings

Address

1710 N. MAIN ST. · LIBERTY, TX · 77575

Phone

(936) 336-2226

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