Original filing (PDF)20250826131457NAL0004472371001

WILLIAMS JONES WEALTH MANAGEMENT, LLC

Name: WILLIAMS JONES WEALTH MANAGEMENT, LLC — WILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST, Form 5500 (2024)
Creator: WILLIAMS JONES WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

WILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.3M

Net assets (EOY)

$21.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAMS JONES WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

WILLIAMS JONES WEALTH MANAGEMENT, LLC

EIN

84-1838627

Address

717 FIFTH AVENUE 11TH FLOOR · NEW YORK, NY · 10022

Phone

(212) 935-8750

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

RIMROCK CAPITAL MANAGEMENT, LLC

RIMROCK CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

$21.3M · 27 participants

DSM CAPITAL PARTNERS LLC

DSM CAPITAL PARTNERS LLC 401(K) PLAN

$21.3M · 20 participants

MONDRAIN INVESTMENT PARTNERS (U.S.) INC

MONDRIAN INVESTMENT PARTNERS (U. S. ), INC. RETIREMENT PLAN

$21.3M · 28 participants

EURASIA GROUP

EURASIA GROUP 401(K) PROFIT SHARING PLAN

$21.3M · 103 participants

NORTH STAR ASSET MANAGEMENT, INC.

NORTH STAR ASSET MANAGEMENT, INC. 401K PROFIT SHARING PLAN