How big is KAT Williams Agency's plan?

KAT Williams Agency's plan reported $134K in assets and 7 participants for 2024.

Original filing (PDF)20251015224426NAL0003058547001

KAT Williams Agency

Name: KAT Williams Agency — Form 5500 (2024)
Creator: KAT Williams Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KAT Williams Agency

401(k) retirement plan · KAT Williams Agency held $134K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$134K

Net assets (EOY)

$134K

People on this filing

Michael Marsh signed KAT Williams Agency's 2024 Form 5500 as plan administrator.

Michael Marsh — 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

KAT Williams Agency's EIN is 82-4019071.

EIN 82-4019071

Plan number 001

Plan year 2024

ACK ID 20251015224426NAL0003058547001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KAT Williams Agency's plan includes profit-sharing, a 401(k) feature, 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 KAT WILLIAMS AGENCY.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

KAT WILLIAMS AGENCY

EIN

all filings

Address

2060 MAIN STREET NE SUITE D · LOS LUNAS, NM · 87031

Phone

(505) 866-8809

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2H · Partial participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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