How big is Robert A. Williams' plan?

Robert A. Williams' plan reported $426K in assets and 2 participants for 2024.

Original filing (PDF)20250507135732NAL0016080880001

Robert A. Williams

Name: Robert A. Williams — Robert A. Williams Profit, Form 5500 (2024)
Creator: Robert A. Williams
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert A. Williams Profit Sharing Plan

Defined-contribution retirement plan · Robert A. Williams' Robert A. Williams Profit Sharing Plan held $426K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$426K

Net assets (EOY)

$426K

People on this filing

Robert Williams signed Robert A. Williams' 2024 Form 5500 as plan administrator.

Robert Williams — 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

Robert A. Williams' EIN is 61-0883056.

EIN 61-0883056

Plan number 001

Plan year 2024

ACK ID 20250507135732NAL0016080880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert A. Williams from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert A. Williams' plan includes profit-sharing, a self-directed brokerage window, life insurance.

Decision-maker contacts

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

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ROBERT A. WILLIAMS

EIN

all filings

Address

819 W PARRISH AVE · OWENSBORO, KY · 42301

Phone

(270) 683-3594

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator