How big is Williams Financial, LLC's plan?

Williams Financial, LLC's plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250708074909NAL0010627826001

Williams Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Williams Financial, LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Williams Financial, LLC's Williams Financial, LLC 401(k) Retirement Savings Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Deborah MALM signed Williams Financial, LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — 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 Financial, LLC's EIN is 20-3469341.

EIN 20-3469341

Plan number 001

Plan year 2024

ACK ID 20250708074909NAL0010627826001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Williams Financial, LLC's plan includes profit-sharing, 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 WILLIAMS FINANCIAL, LLC.

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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