Original filing (PDF)20250721074938NAL0003055154001

ALEXANDER & WILLIAMS, LLC

Name: ALEXANDER & WILLIAMS, LLC — ALEXANDER & WILLIAMS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: ALEXANDER & WILLIAMS, LLC

Form 5500-SF

FILING_RECEIVED

ALEXANDER & WILLIAMS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALEXANDER & WILLIAMS, LLC.

Plan sponsor

Name

ALEXANDER & WILLIAMS, LLC

EIN

84-3798055all filings

Address

5050 QUORUM DR SUITE 700 · DALLAS, TX · 75254

Phone

(469) 987-5000

Industry

CPA Offices· Professional & Technical Servicessee all

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

2025-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

HOOGSTRA GREULICH PC

HOOGSTRA GREULICH PC 401K PLAN

$138K · 5 participants

THE JEFFERSON CPA GROUP, INC.

THE JEFFERSON CPA GROUP, INC. 401(K) PLAN

$138K · 3 participants

PETER A BURGOS CPA PC

PETER A BURGOS CPA PC 401(K) PLAN

$138K · 6 participants

FRANCIS SADIKOFF & NACHSHON LLP

FRANCIS SADIKOFF & NACHSHON LL 401(K) PROFIT SHARING PLAN AND T

$138K · 4 participants

HENDERSON CPAS, INC.

HENDERSON CPA 401(K) PLAN

$139K · 14 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.