How big is Williams and Sons Excavating, LLC's plan?

Williams and Sons Excavating, LLC's plan reported $239K in assets and 34 participants for 2025.

Original filing (PDF)20260321094317NAL0006130897001

Williams and Sons Excavating, LLC

Name: Williams and Sons Excavating, LLC — Williams and, Form 5500 (2025)
Creator: Williams and Sons Excavating, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Williams and Sons Excavating 401(k) Profit Sharing Plan

401(k) retirement plan · Williams and Sons Excavating, LLC's Williams and Sons Excavating 401(k) Profit Sharing Plan held $239K in plan assets for 34 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$239K

Net assets (EOY)

$239K

People on this filing

Christopher Williams signed Williams and Sons Excavating, LLC's 2025 Form 5500 as plan administrator.

Christopher Williams — 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 and Sons Excavating, LLC's EIN is 83-2840707.

EIN 83-2840707

Plan number 001

Plan year 2025

ACK ID 20260321094317NAL0006130897001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Williams and Sons Excavating, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Williams and Sons Excavating, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAMS AND SONS EXCAVATING, 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 (85th percentile).

Plan sponsor

Name

WILLIAMS AND SONS EXCAVATING, LLC

EIN

all filings

Address

4271 TOWNSHIP ROAD 188 · WEST LIBERTY, OH · 43357

Phone

(937) 935-5690

Industry

Construction

Plan administrator