How big is Charles Williams REIC's plan?

Charles Williams REIC's plan reported $3.1M in assets and 19 participants for 2025.

Original filing (PDF)20260507072928NAL0004578578001

Charles Williams REIC

Name: Charles Williams REIC — Charles Williams REIC 401(k), Form 5500 (2025)
Creator: Charles Williams REIC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Williams REIC 401(k) Plan and Trust

401(k) retirement plan · Charles Williams REIC's Charles Williams REIC 401(k) Plan and Trust held $3.1M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Charles Williams REIC's EIN is 58-1088948.

EIN 58-1088948

Plan number 001

Plan year 2025

ACK ID 20260507072928NAL0004578578001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charles Williams REIC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charles Williams REIC'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 CHARLES WILLIAMS REIC.

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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