How big is XAD Corporation DBA Williamson Wealth Advisors' plan?

XAD Corporation DBA Williamson Wealth Advisors' plan reported $528K in assets and 3 participants for 2024.

Original filing (PDF)20251014161843NAL0004500224001

XAD Corporation DBA Williamson Wealth Advisors

Name: XAD Corporation DBA Williamson Wealth Advisors — Form 5500 Plan 001 (2024)
Creator: XAD Corporation DBA Williamson Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Williamson Wealth Advisors 401(k) Plan

401(k) retirement plan · XAD Corporation DBA Williamson Wealth Advisors' Williamson Wealth Advisors 401(k) Plan held $528K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$528K

Net assets (EOY)

$528K

Plan identifiers

XAD Corporation DBA Williamson Wealth Advisors' EIN is 56-2314005.

EIN 56-2314005

Plan number 001

Plan year 2024

ACK ID 20251014161843NAL0004500224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for XAD Corporation DBA Williamson Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

XAD Corporation DBA Williamson Wealth Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

XAD CORPORATION DBA WILLIAMSON WEALTH ADVISORS

EIN

all filings

Address

527 D STREET · EUREKA, CA · 95501

Phone

(707) 441-1496

Industry

Finance & Insurance

Plan administrator