How big is William Douglas Management, LLC's plan?

William Douglas Management, LLC's plan reported $1.6M in assets and 77 participants for 2025.

Original filing (PDF)20260408064324NAL0009905025001

William Douglas Management, LLC

Name: William Douglas Management, LLC — William Douglas, Form 5500 (2025)
Creator: William Douglas Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Douglas Management, Inc. 401(k) Plan

401(k) retirement plan · William Douglas Management, LLC's William Douglas Management, Inc. 401(k) Plan held $1.6M in plan assets for 77 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Christopher Linton signed William Douglas Management, LLC's 2025 Form 5500 as plan administrator.

Christopher Linton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

William Douglas Management, LLC's EIN is 58-2667208.

EIN 58-2667208

Plan number 001

Plan year 2025

ACK ID 20260408064324NAL0009905025001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for William Douglas Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

William Douglas Management, LLC'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 WILLIAM DOUGLAS MANAGEMENT, LLC.

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Plan health score

Above-average plan

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