How big is Bedingfield and Williams, LLC's plan?

Bedingfield and Williams, LLC's plan reported $3.0M in assets and 3 participants for 2024.

Original filing (PDF)20251010122025NAL0012577120001

Bedingfield and Williams, LLC

Name: Bedingfield and Williams, LLC — Williams Retirement, Form 5500 (2024)
Creator: Bedingfield and Williams, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Williams Retirement Plan

401(k) retirement plan · Bedingfield and Williams, LLC's Williams Retirement Plan held $3.0M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

KIM Patton signed Bedingfield and Williams, LLC's 2024 Form 5500 as plan administrator.

KIM Patton — 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

Bedingfield and Williams, LLC's EIN is 37-1434397.

EIN 37-1434397

Plan number 001

Plan year 2024

ACK ID 20251010122025NAL0012577120001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bedingfield and Williams, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bedingfield and Williams, LLC'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 BEDINGFIELD AND WILLIAMS, LLC.

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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