Original filing (PDF)20251222112639NAL0009666529001

WILLIAMS INVESTMENT COMPANY

Name: WILLIAMS INVESTMENT COMPANY — WILLIAMS INVESTMENT COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: WILLIAMS INVESTMENT COMPANY

Form 5500-SF

FILING_RECEIVED

WILLIAMS INVESTMENT COMPANY 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 1.2 moNo auditor on file

Active participants

373

Accounts w/ balance

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAMS INVESTMENT COMPANY.

Plan sponsor

Name

WILLIAMS INVESTMENT COMPANY

EIN

58-1649085

Address

1221 W. FOURTH ST. STE. 11 · ADEL, GA · 31620

Phone

(229) 896-4511

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-12-22

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2K · 401(m) arrangement

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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