Original filing (PDF)20250317145907NAL0001823073001

COLEMAN & WILLIAMS, LTD.

Name: COLEMAN & WILLIAMS, LTD. — COLEMAN & WILLIAMS, LTD. 401(K) PLAN, Form 5500 (2024)
Creator: COLEMAN & WILLIAMS, LTD.

Form 5500-SF

FILING_RECEIVED

COLEMAN & WILLIAMS, LTD. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLEMAN & WILLIAMS, LTD..

Plan sponsor

Name

COLEMAN & WILLIAMS, LTD.

EIN

39-1658905

Address

7127 N. GREEN BAY AVENUE · MILWAUKEE, WI · 53209

Phone

(414) 278-0170

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-17

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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