How big is Blue Williams, LLC's plan?

Blue Williams, LLC's plan reported $33.2M in assets and 86 participants for 2024.

Original filing (PDF)20250702142202NAL0031762642001

Blue Williams, LLC

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

Form 5500-SF

FILING_RECEIVED

Blue Williams LLC Profit Sharing Plan

401(k) retirement plan · Blue Williams, LLC's Blue Williams LLC Profit Sharing Plan held $33.2M in plan assets for 86 participants in 2024.

Active participants

Accounts w/ balance

112

Plan assets (EOY)

$33.2M

Net assets (EOY)

$33.2M

People on this filing

Virgil A. LACY, III signed Blue Williams, LLC's 2024 Form 5500 as plan administrator.

Virgil A. LACY, III — 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

Blue Williams, LLC's EIN is 72-0958013.

EIN 72-0958013

Plan number 002

Plan year 2024

ACK ID 20250702142202NAL0031762642001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Williams, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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