M. Lawson Williams signed M. R. Williams, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
M. R. Williams, Inc.'s EIN is 56-1130993.
Download the official 2024 Form 5500 (PDF) for M. R. Williams, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)M. R. Williams, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | — | NONE | $19K | — |
| NATIONWIDE | 31-4156830 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAROLINA WEALTH MANAGEMENT INC | 86-1092482 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDX MUTUAL FUND | Mutual Funds | — | — | $1.4M | 13.3% | |
| NW FIXED SELECT OPTION FIXED ACCOUNT | Other securities | — | — | $1.2M | 11.1% | |
| FLXFOCS MOD RTRMT R1 MUTUAL FUND | Other securities | — | — | $918K | 8.5% | |
| FLXFOCS MOD 2045 R1 MUTUAL FUND | Other securities | — | — | $862K | 8.0% | |
| FID LG CAP GR INDX MUTUAL FUND | Mutual Funds | — | — | $800K | 7.4% | |
| FLXFOCS MOD 2035 R1 MUTUAL FUND | Other securities | — | — | $797K | 7.4% | |
| INVSCO EQ INC R5 MUTUAL FUND | Common Stocks | — | — | $688K | 6.4% | |
| VNGRD VAL INDX ADML MUTUAL FUND | Other securities | — | — | $418K | 3.9% | |
| VNGRD HLTH CARE INV MUTUAL FUND | Other securities | — | — | $268K | 2.5% | |
| FLEX FOCUS MODERATE 2055 FUND CLASS R1 MUTUAL FUND | Other securities | — | — | $265K | 2.5% | |
| NUVEEN INTERNATIONAL EQUITY INDEX FUND MUTUAL FUND | Common Collective Trusts | — | — | $212K | 2.0% | |
| TROWEPR FIN SVC MUTUAL FUND | Other securities | — | — | $186K | 1.7% | |
| VNGRD MID-CAP IDX FD AS MUTUAL FUND | Common Collective Trusts | — | — | $163K | 1.5% | |
| VNGRD HLTH CARE INDX ADML MUTUAL FUND | Other securities | — | — | $154K | 1.4% | |
| VNGRD INTMDTRMINVTGRD ADML MUTUAL FUND | Other securities | — | — | $139K | 1.3% | |
| INVSCO CONV SEC Y MUTUAL FUND | Other securities | — | — | $129K | 1.2% | |
| FID MDCAP VAL INDX MUTUAL FUND - FID US BD INDX MUTUAL FUND | Mutual Funds | — | — | $119K | 1.1% | |
| FID INTL INDX MUTUAL FUND | Mutual Funds | — | — | $119K | 1.1% | |
| VNGRD EXPLR ADML MUTUAL FUND | Other securities | — | — | $117K | 1.1% | |
| DODGECOX INTL STK CLASS I MUTUAL FUND | Other securities | — | — | $115K | 1.1% | |
| GDMNSCS GQGPTNRINTLOPPR R6 MUTUAL FUND | Other securities | — | — | $114K | 1.1% | |
| JPM MDCAP GR R5 MUTUAL FUND | Other securities | — | — | $113K | 1.0% | |
| NW LOOMIS ALLCAP GR R6 MUTUAL FUND | Other securities | — | — | $108K | 1.0% | |
| AVNTS US LGCAP VAL INST MUTUAL FUND | Other securities | — | — | $102K | 1.0% | |
| JPM LGCAP GR R6 MUTUAL FUND | Other securities | — | — | $96K | 0.9% | |
| PGIM TTL RTN BD R6 MUTUAL FUND | Other securities | — | — | $95K | 0.9% | |
| JPM EQ INC R5 MUTUAL FUND | Common Stocks | — | — | $92K | 0.9% | |
| VNGRD SM CAP INDX FD AS MUTUAL FUND | Other securities | — | — | $90K | 0.8% | |
| AQR LNG SHRT EQ I MUTUAL FUND | Other securities | — | — | $89K | 0.8% | |
| AVNTS EMRG MKT EQ INST MUTUAL FUND | Other securities | — | — | $87K | 0.8% | |
| BLACKROCK HIGH YIELD PORTFOLIO - CLASS K MUTUAL FUND | Other securities | — | — | $67K | 0.6% | |
| FLXFOCS MOD 2065 R1 MUTUAL FUND | Other securities | — | — | $59K | 0.5% | |
| PRNCPL GLBL REALEST R6 MUTUAL FUND | Other securities | — | — | $54K | 0.5% | |
| MFS MDCAP GR R6 MUTUAL FUND | Mutual Funds | — | — | $52K | 0.5% | |
| DIAMOND HILL MDCAP I MUTUAL FUND | Other securities | — | — | $51K | 0.5% | |
| LEGAL & GENERAL COMMODITY STRAT FD INSTL MUTUAL FUND | Other securities | — | — | $48K | 0.4% | |
| PIMCO REAL RTN INST MUTUAL FUND | Mutual Funds | — | — | $47K | 0.4% | |
| FIDADV VAL STRAT INST MUTUAL FUND | Other securities | — | — | $37K | 0.3% | |
| BLKRK TTL RTN K MUTUAL FUND | Other securities | — | — | $36K | 0.3% | |
| AB GLBL BD Z MUTUAL FUND | Other securities | — | — | $34K | 0.3% | |
| FLXFOCS CNSRV 2035 R1 MUTUAL FUND | Other securities | — | — | $30K | 0.3% | |
| AVNTS US SMCAP VAL INST MUTUAL FUND | Other securities | — | — | $28K | 0.3% | |
| VNGRD INFO TECH INDX ADML MUTUAL FUND | Other securities | — | — | $22K | 0.2% | |
| FIDADV INTL REALEST INST MUTUAL FUND | Other securities | — | — | $19K | 0.2% | |
| VNGRD STINFLPRTSECIND ADML MUTUAL FUND | Other securities | — | — | $19K | 0.2% | |
| BARON REALEST INST MUTUAL FUND | Other securities | — | — | $19K | 0.2% | |
| TROWEPR HLTH SCNC MUTUAL FUND | Other securities | — | — | $19K | 0.2% | |
| VNGRD 500 INDEX FD AS MUTUAL FUND | Common Collective Trusts | — | — | $4K | <0.1% | |
| DFA EMRG MKTS CORE EQ 2 PORTFOLIO - INST MUTUAL FUND | Mutual Funds | — | — | $3K | <0.1% | |
| PIMCOCOMDYREALRTNSTRATINST MUTUAL FUND | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $21K |
| — |
| PROACCOUNT | 73-0988442 | — | NONE | $10K | — |
| TRINITY PENSION GROUP, LLC | — | — | NONE | $3K | — |
