How big is JON W. Williams Jr., DDS Ltd.'s plan?

JON W. Williams Jr., DDS Ltd.'s plan reported $4.7M in assets and 7 participants for 2024.

Original filing (PDF)20251008192425NAL0005942113001

JON W. Williams Jr., DDS Ltd.

Name: JON W. Williams Jr., DDS Ltd. — JON W. Williams Jr., Form 5500 (2024)
Creator: JON W. Williams Jr., DDS Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JON W. Williams Jr., Ltd. 401(k) Plan and Trust

401(k) retirement plan · JON W. Williams Jr., DDS Ltd.'s JON W. Williams Jr., Ltd. 401(k) Plan and Trust held $4.7M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Dayne Patterson signed JON W. Williams Jr., DDS Ltd.'s 2024 Form 5500 as plan administrator.

Dayne Patterson — 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

JON W. Williams Jr., DDS Ltd.'s EIN is 54-0941874.

EIN 54-0941874

Plan number 004

Plan year 2024

ACK ID 20251008192425NAL0005942113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JON W. Williams Jr., DDS Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JON W. Williams Jr., DDS Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JON W. WILLIAMS JR., DDS LTD.

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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