Original filing (PDF)20250328092157NAL0000499667001

LOUIS A. WILLIAMS & ASSOCIATES

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

Form 5500-SF

FILING_RECEIVED

LOUIS A. WILLIAMS & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$662K

Net assets (EOY)

$662K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 LOUIS A. WILLIAMS & ASSOCIATES.

Plan sponsor

Name

LOUIS A. WILLIAMS & ASSOCIATES

EIN

75-1469549

Address

P O DRAWER 1309 · MARSHALL, TX · 75671

Phone

(903) 938-5191

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-03-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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