How big is Coleman & Williams, Ltd.'s plan?

Coleman & Williams, Ltd.'s plan reported $85K in assets and 9 participants for 2024.

Original filing (PDF)20250317145907NAL0001823073001

Coleman & Williams, Ltd.

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

Form 5500-SF

FILING_RECEIVED

Coleman & Williams, Ltd. 401(k) Plan

401(k) retirement plan · Coleman & Williams, Ltd.'s Coleman & Williams, Ltd. 401(k) Plan held $85K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

People on this filing

William Coleman signed Coleman & Williams, Ltd.'s 2024 Form 5500 as plan administrator.

William Coleman — 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

Coleman & Williams, Ltd.'s EIN is 39-1658905.

EIN 39-1658905

Plan number 001

Plan year 2024

ACK ID 20250317145907NAL0001823073001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coleman & Williams, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLEMAN & WILLIAMS, LTD..

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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