How big is Donovan Williams & Associates, LLC's plan?

Donovan Williams & Associates, LLC's plan reported $43K in assets and 6 participants for 2024.

Original filing (PDF)20250926090911NAL0003913571001

Donovan Williams & Associates, LLC

Name: Donovan Williams & Associates, LLC — Donovan William, Form 5500 (2024)
Creator: Donovan Williams & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Donovan Williams & Associates, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Donovan Williams & Associates, LLC's Donovan Williams & Associates, LLC 401(k) Profit Sharing Plan held $43K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

Plan identifiers

Donovan Williams & Associates, LLC's EIN is 83-0413277.

EIN 83-0413277

Plan number 001

Plan year 2024

ACK ID 20250926090911NAL0003913571001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Donovan Williams & Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 DONOVAN WILLIAMS & ASSOCIATES, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DONOVAN WILLIAMS & ASSOCIATES, LLC

EIN

all filings

Address

1610 SUNNYSIDE AVENUE · CHARLOTTE, NC · 28204

Phone

(704) 995-3270

Industry

Real Estate

Plan administrator