How big is Williams Jones Wealth Management, LLC's plan?

Williams Jones Wealth Management, LLC's plan reported $21.3M in assets and 39 participants for 2024.

Original filing (PDF)20250826131457NAL0004472371001

Williams Jones Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Williams Jones Wealth Management, LLC Profit-Sharing Trust

401(k) retirement plan · Williams Jones Wealth Management, LLC's Williams Jones Wealth Management, LLC Profit-Sharing Trust held $21.3M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.3M

Net assets (EOY)

$21.3M

People on this filing

JEFF Schweon signed Williams Jones Wealth Management, LLC's 2024 Form 5500 as plan administrator.

JEFF Schweon — 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 Jones Wealth Management, LLC's EIN is 84-1838627.

EIN 84-1838627

Plan number 003

Plan year 2024

ACK ID 20250826131457NAL0004472371001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Williams Jones Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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