How big is Williamson Wealth Group, Inc.'s plan?

Williamson Wealth Group, Inc.'s plan reported $1.5M in assets and 9 participants for 2024.

Original filing (PDF)20250910222156NAL0021547569001

Williamson Wealth Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Williamson Wealth Group 401(k) Plan

401(k) retirement plan · Williamson Wealth Group, Inc.'s Williamson Wealth Group 401(k) Plan held $1.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Williamson Wealth Group, Inc.'s EIN is 56-2220719.

EIN 56-2220719

Plan number 001

Plan year 2024

ACK ID 20250910222156NAL0021547569001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Williamson Wealth Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off