Original filing (PDF)20250719172707NAL0004788144001

ROBERT WILLIAMS INSURANCE AND FI

Name: ROBERT WILLIAMS INSURANCE AND FI — ROBERT H WILLIAMS 401(K) PLAN, Form 5500 (2024)
Creator: ROBERT WILLIAMS INSURANCE AND FI

Form 5500-SF

FILING_RECEIVED

ROBERT H WILLIAMS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT WILLIAMS INSURANCE AND FI.

Plan sponsor

Name

ROBERT WILLIAMS INSURANCE AND FI

EIN

93-4235372

Address

3280 MCEVER RD · BUFORD, GA · 30518

Phone

(678) 804-7049

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2024-12-31

Filed

2025-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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