Eliot Harris signed Williams, Kastner & Gibbs PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Williams, Kastner & Gibbs PLLC's EIN is 91-0208860.
Download the official 2024 Form 5500 (PDF) for Williams, Kastner & Gibbs PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Williams, Kastner & Gibbs PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RELIANT CONSULTING & RESEARCH | 75-2971473 | — | NONE | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENWOOD OHLUND, PS | 91-0873571 | — | NONE | $15K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $124 | — |
