How big is Williamson Legacy Group's plan?

Williamson Legacy Group's plan reported $533K in assets and 5 participants for 2024.

Original filing (PDF)20250908131437NAL0019479889002

Williamson Legacy Group

Name: Williamson Legacy Group — Williamson Legacy Group, Form 5500 (2024)
Creator: Williamson Legacy Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Williamson Legacy Group 401(k) Plan

401(k) retirement plan · Williamson Legacy Group's Williamson Legacy Group 401(k) Plan held $533K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$533K

Net assets (EOY)

$533K

Plan identifiers

Williamson Legacy Group's EIN is 27-1564137.

EIN 27-1564137

Plan number 001

Plan year 2024

ACK ID 20250908131437NAL0019479889002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Williamson Legacy Group's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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