Original filing (PDF)20251014161843NAL0004500224001

XAD CORPORATION DBA WILLIAMSON WEALTH ADVISORS

Name: XAD CORPORATION DBA WILLIAMSON WEALTH ADVISORS — WILLIAMSON WEALTH ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: XAD CORPORATION DBA WILLIAMSON WEALTH ADVISORS

Form 5500-SF

FILING_RECEIVED

WILLIAMSON WEALTH ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$528K

Net assets (EOY)

$528K

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).

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.

Plan sponsor

Name

XAD CORPORATION DBA WILLIAMSON WEALTH ADVISORS

EIN

56-2314005

Address

527 D STREET · EUREKA, CA · 95501

Phone

(707) 441-1496

Industry

Finance & Insurancesee all

Plan administrator