Original filing (PDF)20250310104306NAL0016137521001

WILLIAMSBURG MANAGEMENT COMPANY, INC

Name: WILLIAMSBURG MANAGEMENT COMPANY, INC — 401K PLAN EMPLOYEES OF THE WILLIAMSBURG MGMT CO., Form 5500 (2024)
Creator: WILLIAMSBURG MANAGEMENT COMPANY, INC

Form 5500-SF

FILING_RECEIVED

401K PLAN EMPLOYEES OF THE WILLIAMSBURG MGMT CO.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 WILLIAMSBURG MANAGEMENT COMPANY, INC.

Plan sponsor

Name

WILLIAMSBURG MANAGEMENT COMPANY, INC

EIN

72-1203377

Address

2301 N. HWY 190 · SUITE 3 · COVINGTON, LA · 70433

Phone

(985) 809-1559

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-05-24

Filed

2025-03-10

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

KEY REAL ESTATE ASSOCIATES, LLC

KEY REAL ESTATE ASSOCIATES, LLC 401(K) PLAN

NATIONAL REALTY PARTNERS, LLC

NATIONAL REALTY PARTNERS, LLC RETIREMENT SAVINGS P PLAN

JD MCCORMICK LLC

JD 401(K) SAVINGS PLAN

AREJAY SERVICES INC

AREJAY SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

ONE RENAISSANCE PLACE

ONE RENAISSANCE PLACE 401K PLAN