How big is The Williams Companies, Inc.'s plan?

The Williams Companies, Inc.'s plan reported $26.2M in assets and 213 participants for 2023.

Original filing (PDF)20240909141824NAL0005587937001

The Williams Companies, Inc.

Name: The Williams Companies, Inc. — Blue Racer Midstream, Form 5500 (2023)
Creator: The Williams Companies, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Blue Racer Midstream 401(k) Plan

401(k) retirement plan · The Williams Companies, Inc.'s Blue Racer Midstream 401(k) Plan held $26.2M in plan assets for 213 participants in 2023, with Fidelity as recordkeeper.

Active participants

213

Accounts w/ balance

228

Plan assets (EOY)

$26.2M

Net assets (EOY)

$26.2M

People on this filing

Diane Knights signed The Williams Companies, Inc.'s 2023 Form 5500 as plan administrator.

Diane Knights — Plan Administrator — Form 5500 signer
Scott Graybill — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Williams Companies, Inc.'s EIN is 46-1520107.

EIN 46-1520107

Plan number 002

Plan year 2023

ACK ID 20240909141824NAL0005587937001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Williams Companies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Williams Companies, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (86th percentile).

Plan sponsor

Name

THE WILLIAMS COMPANIES, INC.

EIN

all filings

Address

P. O. BOX 2400, MD 42 · TULSA, OK · 74102

Phone

(800) 945-5426

Industry

Management of Companies / Holdings

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHEEF & STONE, LLP	75-2753035	—	ATTORNEY/LEGAL	$5K	—

Investments

22 direct securities· $26.2M(100% of reported assets)

Other securities

$23.2M

15 holdings

Common Collective Trusts

$1.5M

1 holding

Mutual Funds

$1.4M

6 holdings

					% of plan
American Century American Century One Choice 2050	Other securities	—	—	$4.3M	16.4%
American Century American Century One Choice 2055	Other securities	—	—	$3.6M	13.8%
American Century American Century One Choice 2035	Other securities	—	—	$2.9M	11.0%
American Century American Century One Choice 2045	Other securities	—	—	$2.8M	10.7%
American Century American Century One Choice 2040	Other securities	—	—	$2.8M	10.7%
JPMorgan Intrepid Growth R5	Other securities	—	—	$2.1M	8.2%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.5M	5.9%
American Century American Century One Choice 2030	Other securities	—	—	$1.5M	5.7%
American Century American Century One Choice 2025	Other securities	—	—	$1.4M	5.5%
American Century American Century One Choice In Retirement	Other securities	—	—	$834K	3.2%
Fidelity Retirement Government Money Market	Mutual Funds	—	—	$516K	2.0%
various due dates -0-	Other securities	—	—	$478K	1.8%
Fidelity Advisor Small Cap Growth	Mutual Funds	—	—	$298K	1.1%
MFS Mid Cap Value Fund R4	Mutual Funds	—	—	$218K	0.8%
T Rowe Price T Rowe Price Diversified Mid Cap Growth	Mutual Funds	—	—	$214K	0.8%
Hartford Dividend and Growth R6	Other securities	—	—	$184K	0.7%
PIMCO Income Fund Institutional Class	Mutual Funds	—	—	$141K	0.5%
JPMorgan Small Cap Core	Other securities	—	—	$127K	0.5%
JPMorgan Intrepid Mid Cap	Other securities	—	—	$73K	0.3%
American Funds American Funds EuroPacific Growth R6	Mutual Funds	—	—	$55K	0.2%
Goldman Sachs Goldman Sachs International Small Cap Insights Institutional	Other securities	—	—	$35K	0.1%
Frost Total Return Bond	Other securities	—	—	$10K	<0.1%