· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GRACE M. WILLIAMS, CPA, PC — GRACE M. WILLIAMS, CPA, PC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014165605NAL0006878978001
GRACE M. WILLIAMS, CPA, PC
Form 5500-SF
FILING_RECEIVED
GRACE M. WILLIAMS, CPA, PC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
10
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GRACE M. WILLIAMS, CPA, PC
.
Find decision makers
Plan sponsor
Name
GRACE M. WILLIAMS, CPA, PC
EIN
58-2469039
Address
5195 JIMMY CARTER BLVD., STE 200 · NORCROSS, GA · 30093
Phone
(770) 448-6020
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-10-14
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
CALVIN TAKUMA & COMPANY
CALVIN TAKUMA & COMPANY 401K PROFIT SHARING PLAN
$1.2M · 5 participants
BDG-CPAS A PROFESSIONAL CORPORATION
BDG-CPAS CASH BALANCE PLAN
$1.2M · 13 participants
LAWRENCE J. ALPERIN CPA PC
LAWRENCE ALPERIN CPA PC 401(K) PLAN
$1.2M · 2 participants
LADELFA SCHODER & WALKER PC
LADELFA, SCHODER & WALKER, PC 401K SAVINGS PLAN
$1.2M · 6 participants
POLLANS AND COHEN, P.C.
POLLANS AND COHEN, P.C. PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.2M · 6 participants
PATRICK A. ARICO, JR., CPA, P.C.
PATRICK A. ARICO, JR., CPA, P.C. 401(K) PLAN
$1.2M · 2 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
