How big is Candi Williams Insurance Agency's plan?

Candi Williams Insurance Agency's plan reported $215K in assets and 6 participants for 2025.

Original filing (PDF)20260415104657NAL0011720435001

Candi Williams Insurance Agency

Name: Candi Williams Insurance Agency — Candi Williams, Form 5500 (2025)
Creator: Candi Williams Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Candi Williams Insurance Agency 401(k) Plan

401(k) retirement plan · Candi Williams Insurance Agency's Candi Williams Insurance Agency 401(k) Plan held $215K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$215K

Net assets (EOY)

$215K

Plan identifiers

Candi Williams Insurance Agency's EIN is 46-4555949.

EIN 46-4555949

Plan number 001

Plan year 2025

ACK ID 20260415104657NAL0011720435001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Candi Williams Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Candi Williams Insurance Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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