How big is Willig, Williams, & Davidson's plan?

Willig, Williams, & Davidson's plan reported $18.2M in assets and 54 participants for 2024.

Original filing (PDF)20250415131839NAL0005828544001

Willig, Williams, & Davidson

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

Form 5500-SF

FILING_RECEIVED

Willig, Williams & Davidson Retirement Savings 401(k) Plan

401(k) retirement plan · Willig, Williams, & Davidson's Willig, Williams & Davidson Retirement Savings 401(k) Plan held $18.2M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.2M

Net assets (EOY)

$18.2M

People on this filing

Deborah R. Willig signed Willig, Williams, & Davidson's 2024 Form 5500 as plan administrator.

Deborah R. Willig — 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

Willig, Williams, & Davidson's EIN is 23-2416488.

EIN 23-2416488

Plan number 001

Plan year 2024

ACK ID 20250415131839NAL0005828544001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willig, Williams, & Davidson's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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