Williams Financial

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

346

Total plan assets

$19.1M

Filings (rows)

Direct comp

$65K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
AIM Transfer & Storage, Inc. AIM Transfer & Storage, Inc. Profit Sharing 401(k) Plan · all filings	OAK CREEK, WI	Advisor / Consultant	131	$8.2M	$30K	$0
AIM Transfer & Storage, Inc. AIM Transfer & Storage, Inc. Profit Sharing 401(k) Plan · all filings	OAK CREEK, WI	Advisor / Consultant	93	$7.1M	$22K	$0
AIM Transfer & Storage, Inc. AIM Transfer & Storage, Inc. Profit Sharing 401(k) Plan · all filings	OAK CREEK, WI	Advisor / Consultant	122	$3.8M	$13K	$0