Original filing (PDF)20250924075413NAL0008961251001

Williams Industries, Inc.

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

Form 5500

FILING_RECEIVED

Williams Industries, Inc. Employee Savings and Retirement Plan

401(k) retirement plan · Williams Industries, Inc.'s Williams Industries, Inc. Employee Savings and Retirement Plan held $10.5M in plan assets for 133 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issued~78 bps in Sched C fees

Active participants

133

Accounts w/ balance

265

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

How this plan invests

This plan

66 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 90K (18% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (9th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WILLIAMS INDUSTRIES, INC.

EIN

54-0899518all filings

Address

P.O. BOX 1770 · 8624 J.D. READING DRIVE · MANASSAS, VA · 20109

Phone

(703) 335-7800

Industry

Construction

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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$66K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
HLB GROSS COLLINS	—	ATLANTA, GA	ACCOUNTANT	$16K	—

Investments

66 direct securities· $43.3M(100% of reported assets)

Mutual Funds

$20.5M

20 holdings

Other securities

$11.7M

29 holdings

Common Collective Trusts

$8.4M

10 holdings

Stable Value

$1.4M

2 holdings

U.S. Treasuries

$1.1M

2 holdings

Common Stocks

$132K

1 holding

Bonds / Notes

$81K

1 holding

Cash / Money Market

$49K

1 holding

					% of plan
AMERICAN FUNDS 2040 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$7.2M	$8.0M	76.1%
ISHARES S&P 500 INDEX FD CL K MUTUAL FUNDS	Common Collective Trusts	—	$3.7M	$4.6M	43.8%
AMERICAN FUNDS 2050 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$3.5M	$3.9M	36.9%
AMERICAN WASHINGTON MUTUAL FUNDS	Other securities	—	$2.9M	$3.1M	29.8%
MFS MASS INVESTORS GRW STCK R6 MUTUAL FUNDS	Mutual Funds	—	$2.3M	$2.4M	22.8%
( a ) Identity of Issue Description Cost Current Value JP Morgan JP Morgan Equity Income Fund R6 GM a	Other securities	—	—	$1.7M	16.2%
JP Morgan JP Morgan Government Bond R6 GM a	U.S. Treasuries	—	—	$1.1M	10.6%
FEDERATED HERMES MDT MID CP R6 MUTUAL FUNDS	Other securities	—	$854K	$1.1M	10.6%
Loomis Sayles Loomis Sayles Core Plus N GM a	Other securities	—	—	$984K	9.3%
iShares Russell 2000 Small Cap GM a	Common Collective Trusts	—	—	$970K	9.2%
Putnam Investments Putnam Income Fund CL R6 GM a	Mutual Funds	—	—	$959K	9.1%
AMERICAN FUNDS 2060 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$845K	$940K	8.9%
FIDELITY ADV VAL STRG FD CL I MUTUAL FUNDS	Mutual Funds	—	$887K	$901K	8.5%
JANUS HENDERSON TRITON FD N GM MUTUAL FUNDS 549 JANUS HENDERSON TRITON FUND N MUTUAL FUNDS	Mutual Funds	—	$825K	$853K	8.1%
PUTNAM STABLE VALUE FUND 20 GM COMMON / COLLECTIVE TRUSTS 222 AMERICAN EUROPACIFIC GROWTH R6 MUTUAL FUNDS	Stable Value	—	$835K	$830K	7.9%
MFS Mass Investors Growth R6 GM a	Mutual Funds	—	—	$811K	7.7%
iShares S&P 500 Index Fund CL K GM a	Common Collective Trusts	—	—	$801K	7.6%
ISHARES RUSSELL 2000 SML-CP GM MUTUAL FUNDS 719 ISHARES RUSSELL 2000 SML-CP K MUTUAL FUNDS	Common Collective Trusts	—	$710K	$789K	7.5%
AMERICAN NEW WORLD FUND MUTUAL FUNDS	Other securities	—	$621K	$645K	6.1%
ISHARES RUSSELL MID-CAP IDX K MUTUAL FUNDS	Common Collective Trusts	—	$524K	$580K	5.5%
BLACKROCK HIGH YIELD PORTFOL K MUTUAL FUNDS 413 BLACKROCK HIGH YIELD PORTFOL K MUTUAL FUNDS	Other securities	—	$527K	$541K	5.1%
ACCRUED INCOME ACCRUED INCOME 265 PUTNAM STABLE VALUE FUND 20 COMMON / COLLECTIVE TRUSTS	Stable Value	—	$522K	$522K	4.9%
AMERICAN FUNDS 2030 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$463K	$488K	4.6%
BlackRock Mid-Cap Growth Equity K GM a	Other securities	—	—	$480K	4.6%
PGIM Investments PGIM Short Term Corporate Bond GM a	Other securities	—	—	$480K	4.6%
COHEN & STEERS REAL EST CL Z MUTUAL FUNDS	Other securities	—	$402K	$431K	4.1%
ISHARES MSCI TOTAL INTL IDX K MUTUAL FUNDS	Common Collective Trusts	—	$399K	$426K	4.0%
Deutsche Real Estate SEC CL R6 GM a	Other securities	—	—	$406K	3.8%
T. ROWE PRICE RTRMT BAL CL I MUTUAL FUNDS	Other securities	—	$336K	$351K	3.3%
VANGUARD INFLATION PRTCTD GM MUTUAL FUNDS 522 VANGUARD TRGT INCOME RETRMNT MUTUAL FUNDS	Mutual Funds	—	$322K	$324K	3.1%
Invesco Global Fund R6 GM a	Mutual Funds	—	—	$301K	2.9%
First Eagle First Eagle Global Fund CL R6 GM a	Other securities	—	—	$299K	2.8%
VAN ECK CM COMMODITY INDX I GM MUTUAL FUNDS 730 VANGUARD INFLATION PROTECTED MUTUAL FUNDS	Mutual Funds	—	$304K	$297K	2.8%
VICTORY TRIVALENT INTL SMALL I MUTUAL FUNDS	Other securities	—	$270K	$285K	2.7%
BlackRock T-Fund Premier CL GM a	Other securities	—	—	$283K	2.7%
American New World Fund GM a	Other securities	—	—	$197K	1.9%
FIDELITY ADVISOR TOTAL BD FD Z MUTUAL FUNDS	Mutual Funds	—	$149K	$149K	1.4%
VAN ECK CM COMMODITY INDX CL I MUTUAL FUNDS	Other securities	—	$139K	$135K	1.3%
BlackRock T-Fund Premier CL a	Common Stocks	—	—	$132K	1.3%
iShares MSCI EAFE International Index Fund K a	Common Collective Trusts	—	—	$132K	1.2%
ISHARES U.S. AGGREGATE BND K MUTUAL FUNDS	Other securities	—	$103K	$103K	1.0%
MFS Mass Investors Growth Stock R6 a	Mutual Funds	—	—	$95K	0.9%
Notes receivable from participants with interest * Participant Loans rates of 4.25% to 9.50% -	Bonds / Notes	—	—	$81K	0.8%
Invesco Global Fund R6 a	Mutual Funds	—	—	$60K	0.6%
United Bank Money Market Investment Account a	Cash / Money Market	—	—	$49K	0.5%
Victory Capital Victory Sycamore Established R6 a	Other securities	—	—	$46K	0.4%
iShares Russell 2000 Small Cap K a	Common Collective Trusts	—	—	$27K	0.3%
JP Morgan JP Morgan Equity Income Fund R6 a	Other securities	—	—	$27K	0.3%
iShares S&P 500 Index Fund CL K a	Common Collective Trusts	—	—	$25K	0.2%
BlackRock Mid-Cap Growth Equity Fund K a	Other securities	—	—	$21K	0.2%