How big is DM Williams, LLC's plan?

DM Williams, LLC's plan reported $25K in assets and 43 participants for 2024.

Original filing (PDF)20250411154134NAL0044493602001

DM Williams, LLC

Name: DM Williams, LLC — DM Williams Retirement Plan, Form 5500 (2024)
Creator: DM Williams, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DM Williams Retirement Plan

401(k) retirement plan · DM Williams, LLC's DM Williams Retirement Plan held $25K in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

People on this filing

TARA Evans, for TAG Resources signed DM Williams, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

DM Williams, LLC's EIN is 85-2230559.

EIN 85-2230559

Plan number 001

Plan year 2024

ACK ID 20250411154134NAL0044493602001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

DM Williams, 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 DM WILLIAMS, LLC.

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Plan health score

Above-average plan

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

Knocking points off