Original filing (PDF)20240930103113NAL0009233296001

ROBERT C. WILLIAMS INSURANCE

Name: ROBERT C. WILLIAMS INSURANCE — ROBERT C. WILLIAMS INSURANCE AGENCY, INC. SAVINGS PLAN, Form 5500 (2023)
Creator: ROBERT C. WILLIAMS INSURANCE

Form 5500-SF

FILING_RECEIVED

ROBERT C. WILLIAMS INSURANCE AGENCY, INC. SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT C. WILLIAMS INSURANCE.

Plan sponsor

Name

ROBERT C. WILLIAMS INSURANCE

EIN

24-0866428

Address

523 SCOTT ST · WILKES BARRE, PA · 18703

Phone

(570) 829-2482

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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