How big is Robert C. Williams Insurance's plan?

Robert C. Williams Insurance's plan reported $2.4M in assets and 3 participants for 2023.

Original filing (PDF)20240930103113NAL0009233296001

Robert C. Williams Insurance

Name: Robert C. Williams Insurance — Robert C. Williams, Form 5500 (2023)
Creator: Robert C. Williams Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert C. Williams Insurance Agency, Inc. Savings Plan

401(k) retirement plan · Robert C. Williams Insurance's Robert C. Williams Insurance Agency, Inc. Savings Plan held $2.4M in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Barbara Williams signed Robert C. Williams Insurance's 2023 Form 5500 as plan administrator.

Barbara Williams — 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

Robert C. Williams Insurance's EIN is 24-0866428.

EIN 24-0866428

Plan number 001

Plan year 2023

ACK ID 20240930103113NAL0009233296001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Robert C. Williams Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Robert C. Williams Insurance'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 ROBERT C. WILLIAMS INSURANCE.

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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