How big is The Friedman Williams Group LL's plan?

The Friedman Williams Group LL's plan reported $3.7M in assets and 22 participants for 2025.

Original filing (PDF)20260508085319NAL0006655714001

The Friedman Williams Group LL

Name: The Friedman Williams Group LL — The Friedman, Form 5500 (2025)
Creator: The Friedman Williams Group LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Friedman Williams Group LL 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Friedman Williams Group LL's The Friedman Williams Group LL 401(k) Profit Sharing Plan & Trust held $3.7M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Jonathan Friedman signed The Friedman Williams Group LL's 2025 Form 5500 as plan administrator.

Jonathan Friedman — 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

The Friedman Williams Group LL's EIN is 90-0086097.

EIN 90-0086097

Plan number 001

Plan year 2025

ACK ID 20260508085319NAL0006655714001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Friedman Williams Group LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Friedman Williams Group LL's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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