How big is Williamsmccarthy LLP's plan?

Williamsmccarthy LLP's plan reported $20.3M in assets and 23 participants for 2024.

Original filing (PDF)20250730104352NAL0006377056003

Williamsmccarthy LLP

Name: Williamsmccarthy LLP — Williamsmccarthy LLP Cash or, Form 5500 (2024)
Creator: Williamsmccarthy LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Williamsmccarthy LLP Cash or Deferred Profit Sharing Plan

401(k) retirement plan · Williamsmccarthy LLP's Williamsmccarthy LLP Cash or Deferred Profit Sharing Plan held $20.3M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.3M

Net assets (EOY)

$20.3M

People on this filing

Troy E Haggestad signed Williamsmccarthy LLP's 2024 Form 5500 as plan administrator.

Troy E Haggestad — 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

Williamsmccarthy LLP's EIN is 20-5568874.

EIN 20-5568874

Plan number 002

Plan year 2024

ACK ID 20250730104352NAL0006377056003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Williamsmccarthy LLP'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 WILLIAMSMCCARTHY LLP.

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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