How big is Williams Hunter Wealth Group, LLC's plan?

Williams Hunter Wealth Group, LLC's plan reported $879K in assets and 2 participants for 2024.

Original filing (PDF)20251006110404NAL0009105698001

Williams Hunter Wealth Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Williams Hunter Wealth Group, LLC Cash Balance Plan

Defined-benefit pension plan · Williams Hunter Wealth Group, LLC's Williams Hunter Wealth Group, LLC Cash Balance Plan held $879K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$879K

Net assets (EOY)

$879K

People on this filing

Susan W. Crunk signed Williams Hunter Wealth Group, LLC's 2024 Form 5500 as plan administrator.

Susan W. Crunk — 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

Williams Hunter Wealth Group, LLC's EIN is 82-3007786.

EIN 82-3007786

Plan number 002

Plan year 2024

ACK ID 20251006110404NAL0009105698001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Williams Hunter Wealth Group, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAMS HUNTER WEALTH GROUP, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score