How big is Robert Williams Insurance and FI's plan?

Robert Williams Insurance and FI's plan reported $10K in assets and 5 participants for 2024.

Original filing (PDF)20250719172707NAL0004788144001

Robert Williams Insurance and FI

Name: Robert Williams Insurance and FI — Robert H Williams, Form 5500 (2024)
Creator: Robert Williams Insurance and FI
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert H Williams 401(k) Plan

401(k) retirement plan · Robert Williams Insurance and FI's Robert H Williams 401(k) Plan held $10K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

People on this filing

Shirley Horner signed Robert Williams Insurance and FI's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Robert Williams Insurance and FI's EIN is 93-4235372.

EIN 93-4235372

Plan number 001

Plan year 2024

ACK ID 20250719172707NAL0004788144001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Williams Insurance and FI from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Williams Insurance and FI's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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