Original filing (PDF)20250424144019NAL0004737843001

WILLIAMS & ASSOCIATES, INC

Name: WILLIAMS & ASSOCIATES, INC — WILLIAMS & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: WILLIAMS & ASSOCIATES, INC

Form 5500-SF

FILING_RECEIVED

WILLIAMS & ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAMS & ASSOCIATES, INC.

Plan sponsor

Name

WILLIAMS & ASSOCIATES, INC

EIN

63-0957738

Address

2661 QUEENSTOWN ROAD · BIRMINGHAM, AL · 35210

Phone

(205) 965-3664

Industry

Wholesale Tradesee 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

2025-04-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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