How big is Williamsburg Landing, Inc.'s plan?

Williamsburg Landing, Inc.'s plan reported $8.7M in assets and 424 participants for 2024.

Original filing (PDF)20251007085108NAL0004520993001

Williamsburg Landing, Inc.

Name: Williamsburg Landing, Inc. — Williamsburg Landing, Form 5500 (2024)
Creator: Williamsburg Landing, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Williamsburg Landing, Inc. 403(b) Retirement Plan

403(b) retirement plan · Williamsburg Landing, Inc.'s Williamsburg Landing, Inc. 403(b) Retirement Plan held $8.7M in plan assets for 424 participants in 2024, with Principal as recordkeeper.

Signals · 2

85% employer stock~92 bps in Sched C fees

Active participants

424

Accounts w/ balance

441

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Rachel Becke signed Williamsburg Landing, Inc.'s 2024 Form 5500 as plan administrator.

Rachel Becke — 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

Williamsburg Landing, Inc.'s EIN is 52-1305909.

EIN 52-1305909

Plan number 001

Plan year 2024

ACK ID 20251007085108NAL0004520993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Williamsburg Landing, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Williamsburg Landing, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

53 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Knocking points off

Total administrative cost in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

WILLIAMSBURG LANDING, INC.

EIN

all filings

Address

5700 WILLIAMSBURG LANDING DR · WILLIAMSBURG, VA · 231853779

Phone

(757) 565-6514

Industry

Health Care & Social Assistance

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

2025-10-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$53K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISORY	$20K	—
WELLTH ADVISORY SERVICES, LLC

Investments

53 direct securities· $8.2M(94% of reported assets)

Common Stocks

$6.9M

33 holdings

Mutual Funds

$626K

9 holdings

Common Collective Trusts

$305K

5 holdings

Other securities

$234K

4 holdings

Bonds / Notes

$123K

1 holding

Guaranteed Income / GIC

$39K

1 holding

					% of plan
Principal Funds, Inc. Principal LifeTime Hybrid 2025 Inst Fund	Common Stocks	—	—	$1.6M	18.0%
Principal Funds, Inc. Principal LifeTime Hybrid 2030 Inst Fund	Common Stocks	—	—	$1.5M	16.9%
Principal Funds, Inc. Principal LifeTime Hybrid 2035 Inst Fund	Common Stocks	—	—	$836K	9.6%
Principal Funds, Inc. Principal LifeTime Hybrid 2045 Inst Fund	Common Stocks	—	—	$777K	8.9%
Principal Funds, Inc. Principal LifeTime Hybrid 2050 Inst Fund	Common Stocks	—	—	$484K	5.6%
Lincoln National Life Insurance Co. Fixed Account	Common Stocks	—	—	$448K	5.1%
Principal Funds, Inc. Principal LifeTime Hybrid 2040 Inst Fund	Common Stocks	—	—	$286K	3.3%
Principal Funds, Inc. Principal LifeTime Hybrid 2060 Inst Fund	Common Stocks	—	—	$196K	2.3%
Lincoln National Life Insurance Co. American Funds Growth	Mutual Funds	—	—	$196K	2.3%
Lincoln National Life Insurance Co. MFS Utilities	Mutual Funds	—	—	$172K	2.0%
Principal Funds, Inc. Principal LifeTime Hybrid 2015 Inst Fund	Common Stocks	—	—	$143K	1.6%
Lincoln National Life Insurance Co. LVIP Macquarie Social Awareness	Common Stocks	—	—	$124K	1.4%
Participant loans Interest bearing at 4.25% - 9.50%; maturing through	Bonds / Notes	—	—	$123K	1.4%
Lincoln National Life Insurance Co. LVIP Dimensional U.S. Core Equity 1 Fund	Mutual Funds	—	—	$110K	1.3%
AB LP AB Large Cap Growth Z Fund	Other securities	—	—	$105K	1.2%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$96K	1.1%
Nuveen Asset Management Nuveen Equity Index R6 Fund	Common Collective Trusts	—	—	$93K	1.1%
Lincoln National Life Insurance Co. LVIP Blended Large Cap Growth Managed Volatility	Common Stocks	—	—	$92K	1.1%
Principal Funds, Inc. Principal LifeTime Hybrid Income Instl Fund	Common Stocks	—	—	$91K	1.0%
Principal Funds, Inc. Principal LifeTime Hybrid 2055 Inst Fund	Common Stocks	—	—	$84K	1.0%
American Century Inv. Mgmt American Century Small Cap Growth R6 FD	Other securities	—	—	$80K	0.9%
The Goldman Sachs Group, Inc. Goldman Sachs Emerging Markets Equity Insights R6 328 Vanguard Group Vanguard Intl Value Inv Fund 313 Vanguard Group Vanguard Utilities Index Fund Adm	Common Collective Trusts	—	—	$68K	0.8%
Lincoln National Life Insurance Co. Fidelity VIP Growth	Mutual Funds	—	—	$58K	0.7%
Lincoln National Life Insurance Co. LVIP SSGA S&P 500 Index	Common Collective Trusts	—	—	$47K	0.5%
PGIM Investments, LLC PGIM High Yield R6 Fund	Other securities	—	—	$43K	0.5%
Principal Funds, Inc. Principal LifeTime Hybrid 2065 Inst Fund	Common Stocks	—	—	$42K	0.5%
Lincoln National Life Insurance Co. Macquarie VIP Small Cap Value	Common Stocks	—	—	$40K	0.5%
s * Principal Life Insurance Company Fixed Income Guaranteed Option	Guaranteed Income / GIC	—	—	$39K	0.4%
Lincoln National Life Insurance Co. American Funds International HLS	Mutual Funds	—	—	$34K	0.4%
Lincoln National Life Insurance Co. LVIP Baron Growth Opportunities	Common Stocks	—	—	$30K	0.3%
Principal Funds, Inc. Principal LifeTime Hybrid 2070 Inst Fund	Common Stocks	—	—	$26K	0.3%
Lincoln National Life Insurance Co. American Funds Growth-Income HLS	Mutual Funds	—	—	$26K	0.3%
Lincoln National Life Insurance Co. LVIP Global Moderate Allocation Managed Risk Fund	Common Stocks	—	—	$24K	0.3%
Lincoln National Life Insurance Co. LVIP Macquarie Mid Cap Value Fund	Common Stocks	—	—	$23K	0.3%
Lincoln National Life Insurance Co. LVIP Macquarie Smid Cap Core Series	Common Stocks	—	—	$22K	0.3%
Lincoln National Life Insurance Co. Fidelity VIP Contrafund	Mutual Funds	—	—	$19K	0.2%
Lincoln National Life Insurance Co. LVIP Macquarie Bond	Common Stocks	—	—	$15K	0.2%
Lincoln National Life Insurance Co. Blackrock Global Allocation	Common Stocks	—	—	$14K	0.2%
Lincoln National Life Insurance Co. LVIP Macquarie U.S. REIT Series	Common Stocks	—	—	$14K	0.2%
Lincoln National Life Insurance Co. American Funds Global Growth HLS	Mutual Funds	—	—	$8K	<0.1%
Lincoln National Life Insurance Co. LVIP Macquarie Value Series	Common Stocks	—	—	$8K	<0.1%
Lincoln National Life Insurance Co. LVIP BlackRock Dividend Value Managed Volatility	Common Stocks	—	—	$7K	<0.1%
Lincoln National Life Insurance Co. LVIP T. Rowe Price Structured Mid-Cap Growth	Common Stocks	—	—	$7K	<0.1%
Columbia Mgmt Investors Columbia Div Income I3 Fund	Other securities	—	—	$5K	<0.1%
Lincoln National Life Insurance Co. LVIP Macquarie Diversified Income Se	Common Stocks	—	—	$5K	<0.1%
Lincoln National Life Insurance Co. LVIP T. Rowe Price 2030 Fund 169 * Lincoln National Life Insurance Co. LVIP SSGA Small-Cap Index	Common Stocks	—	—	$4K	<0.1%
Lincoln National Life Insurance Co. Alliance Bernstein VPS sustain Global Thematic Growth	Common Stocks	—	—	$4K	<0.1%
Lincoln National Life Insurance Co. LVIP Mondrian International Value	Common Stocks	—	—	$3K	<0.1%
MFS Mid Cap Value R6 Fund	Mutual Funds	—	—	$2K	<0.1%
Lincoln National Life Insurance Co. LVIP Global Conservative Allocation Managed Risk Fund	Common Stocks	—	—	$2K	<0.1%