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Original filing (PDF)20250922090838NAL0002068947001
WILLIAMS HOMES, INC.
Form 5500
FILING_RECEIVED
WILLIAMS HOMES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
174
Accounts w/ balance
180
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — 154% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAMS HOMES, INC..
Plan sponsor
Name
WILLIAMS HOMES, INC.
EIN
95-4615050
Address
24911 AVENUE STANFORD · SANTA CLARITA, CA · 91355
Phone
(661) 222-9207
Industry
Constructionsee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(800) 782-3473
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HEDMAN PARTNERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-1455663 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LONGEVITY CAPITAL MANAGEMENT LLC | — | THOUSAND OAKS, CA | INVESTMENT ADVISOR | $31K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | 13-3745616 | WHITE PLAINS, NY | CONTRACT ADMIN | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | OTHER | $5K | — |
Investments
31 direct securities · 1 pooled fund· $10.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.6M
31 holdings
Common Collective Trust
$401K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Mutual Fund - | — | — | — | $1.7M | 17.0% | |
| Vanguard Target Retirement 2030 Mutual Fund - | — | — | — | $1.5M | 14.6% | |
| Vanguard Target Retirement 2040 Mutual Fund - | — | — | — | $1.4M | 13.9% | |
| Vanguard Target Retirement 2045 Mutual Fund - | — | — | — | $669K | 6.7% | |
| Vanguard Target Retirement 2020 Mutual Fund - | — | — | — | $652K | 6.5% | |
| Fidelity NASDAQ Composite Index Mutual Fund - | — | — | — | $452K | 4.5% | |
| Vanguard Target Retirement 2035 Mutual Fund - | — | — | — | $415K | 4.1% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $401K | 4.0% | |
| Vanguard Growth Index Mutual Fund - | — | — | — | $341K | 3.4% | |
| Notes receivable from participants 4.25% - 9.50% - | — | — | — | $330K | 3.3% | |
| Fidelity 500 Index Mutual Fund - | — | — | — | $323K | 3.2% | |
| Vanguard Target Retirement 2060 Mutual Fund - | — | — | — | $259K | 2.6% | |
| Vanguard Target Retirement 2025 Mutual Fund - | — | — | — | $255K | 2.5% | |
| Vanguard Target Retirement 2055 Mutual Fund - | — | — | — | $206K | 2.0% | |
| Vanguard Small Cap Index Mutual Fund - | — | — | — | $197K | 2.0% | |
| Vanguard Target Retirement 2065 Mutual Fund - | — | — | — | $153K | 1.5% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund - | — | — | — | $139K | 1.4% | |
| T.Rowe Price Blue Chip Growth Fund I Mutual Fund - | — | — | — | $137K | 1.4% | |
| Columbia Mid Cap Index R5 Mutual Fund - | — | — | — | $69K | 0.7% | |
| Neuberger Berman Large Cap Value R6 Mutual Fund - | — | — | — | $66K | 0.7% | |
| Vanguard Value Index Mutual Fund - | — | — | — | $53K | 0.5% | |
| American Funds Europacific Growth R6 Mutual Fund - | — | — | — | $50K | 0.5% | |
| DF US Small Cap Port Mutual Fund - | — | — | — | $48K | 0.5% | |
| BrandyWineGLOBAL - Global Opportunities Mutual Fund - | — | — | — | $44K | 0.4% | |
| TCW MetWest Total Return Bond Plan Mutual Fund - | — | — | — | $41K | 0.4% | |
| Janus Balanced Mutual Fund - | — | — | — | $40K | 0.4% | |
| MFS Research International R5 Mutual Fund - | — | — | — | $35K | 0.3% | |
| Western Asset Core Bond Mutual Fund - | — | — | — | $34K | 0.3% | |
| Fidelity Advisor Biotechnology Mutual Fund - | — | — | — | $18K | 0.2% | |
| Cohen & Steers Real Estate Securities Mutual Fund - | — | — | — | $14K | 0.1% | |
| Vanguard Target Retirement Income Mutual Fund - | — | — | — | $7K | <0.1% | |
| Federated Hermes Instl High Yield Bond Mutual Fund - | — | — | — | $6K | <0.1% |
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