How big is PMG Williams, LLC's plan?

PMG Williams, LLC's plan reported $240K in assets and 3 participants for 2024.

Original filing (PDF)20251010151539NAL0004741923001

PMG Williams, LLC

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

Form 5500-SF

FILING_RECEIVED

PMG Williams Retirement Trust

401(k) retirement plan · PMG Williams, LLC's PMG Williams Retirement Trust held $240K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

Plan identifiers

PMG Williams, LLC's EIN is 81-3053902.

EIN 81-3053902

Plan number 001

Plan year 2024

ACK ID 20251010151539NAL0004741923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PMG Williams, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

Knocking points off