How big is Williams Financial Services, Inc.'s plan?

Williams Financial Services, Inc.'s plan reported $1.8M in assets and 4 participants for 2024.

Original filing (PDF)20250706142216NAL0004820048001

Williams Financial Services, Inc.

Name: Williams Financial Services, Inc. — Williams Financi, Form 5500 (2024)
Creator: Williams Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Williams Financial Services, Inc. 401(k) Plan

401(k) retirement plan · Williams Financial Services, Inc.'s Williams Financial Services, Inc. 401(k) Plan held $1.8M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Williams Financial Services, Inc.'s EIN is 59-1302314.

EIN 59-1302314

Plan number 001

Plan year 2024

ACK ID 20250706142216NAL0004820048001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Williams Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Williams Financial Services, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAMS FINANCIAL SERVICES, INC..

Finding similar companies…

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