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Original filing (PDF)20240415143116NAL0002085985001
DAN WILLIAMS COMPANY
Form 5500
FILING_RECEIVED
DAN WILLIAMS COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
24 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAN WILLIAMS COMPANY.
Plan sponsor
Name
DAN WILLIAMS COMPANY
EIN
74-2496879
Address
9050 NORTH CAPITAL OF TEXAS HIGHWAY · SUITE 380 · AUSTIN, TX · 78759
Phone
(512) 320-1410
Industry
Constructionsee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
62-1874769
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-07-01
Filed
2024-04-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORD KEEPER | $10K | — |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 62-1874769 | — | RECORD KEEPER | $4K | — |
Investments
24 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERICAN FDS FDAMENTAL INVS RT ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 232 | Pooled Separate Account | $0 | — |
| AMERICAN FDS GR FD OF AMERICA RT AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 246 | Pooled Separate Account | $0 | — |
| DFA EMERGING MKT CORE EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 759 | Pooled Separate Account | $0 | — |
| JPMORGAN EQUITY INC RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 579 | Pooled Separate Account | $0 | — |
| MFS INTL DIVERSIFICATION RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 123 | Pooled Separate Account | $0 | — |
| STATE STREET GLOBAL ALL CAP EX US I TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 409 | Pooled Separate Account | $0 | — |
| STATE STREET S&P 500 INDEX CLASS II TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 405 | Pooled Separate Account | $0 | — |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 410 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2020 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 415 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2025 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 416 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2030 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 417 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2035 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 418 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2040 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 419 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2045 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 420 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2050 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 421 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2055 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 422 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2060 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 423 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT 2065 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 424 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT INCO TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 414 | Pooled Separate Account | $0 | — |
| STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 413 | Pooled Separate Account | $0 | — |
| T. ROWE PRICE US SMALL CAP VALUE EQ TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 425 | Pooled Separate Account | $0 | — |
| TA VANGUARD LIFESTRATEGY MOD GR RT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 504 | Pooled Separate Account | $0 | — |
| VANGUARD FTSE SOCIAL INDEX FUND ADM TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 408 | Pooled Separate Account | $0 | — |
| WESTERN ASSET CORE PLUS BOND RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 431 | Pooled Separate Account | $0 | — |
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