How big is Williams Barber & Morel Ltd.'s plan?

Williams Barber & Morel Ltd.'s plan reported $11.6M in assets and 16 participants for 2024.

Original filing (PDF)20251010120811NAL0008124577001

Williams Barber & Morel Ltd.

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

Form 5500-SF

FILING_RECEIVED

Williams Barber & Morel Ltd. 401(k) Plan

401(k) retirement plan · Williams Barber & Morel Ltd.'s Williams Barber & Morel Ltd. 401(k) Plan held $11.6M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

Plan identifiers

Williams Barber & Morel Ltd.'s EIN is 36-2715906.

EIN 36-2715906

Plan number 001

Plan year 2024

ACK ID 20251010120811NAL0008124577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Williams Barber & Morel Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Williams Barber & Morel Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

WILLIAMS BARBER & MOREL LTD.

EIN

all filings

Address

233 S. WACKER DR. · SUITE 6800 · CHICAGO, IL · 60606

Phone

(312) 443-3247

Industry

Law Offices· Professional & Technical Services

Plan administrator