Original filing (PDF)20250829100837NAL0011074977001

WILLIAMS WEALTH MANAGEMENT GROUP, INC.

Name: WILLIAMS WEALTH MANAGEMENT GROUP, INC. — WILLIAMS WEALTH MANAGEMENT GROUP, INC. 401(K) PLAN, Form 5500 (2024)
Creator: WILLIAMS WEALTH MANAGEMENT GROUP, INC.

Form 5500-SF

FILING_RECEIVED

WILLIAMS WEALTH MANAGEMENT GROUP, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$844K

Net assets (EOY)

$844K

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 (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WILLIAMS WEALTH MANAGEMENT GROUP, INC.

EIN

20-8281958

Address

2328 MANATEE AVENUE WEST · BRADENTON, FL · 34205

Phone

(941) 756-4500

Industry

Finance & Insurancesee all

Plan administrator