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

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
AIM TRANSFER & STORAGE, INC. AIM TRANSFER & STORAGE, INC. PROFIT SHARING 401(K) PLAN	OAK CREEK, WI	Advisor / Consultant INVESTMENT ADVISOR	131	$8.2M	$30K
AIM TRANSFER & STORAGE, INC. AIM TRANSFER & STORAGE, INC. PROFIT SHARING 401(K) PLAN	OAK CREEK, WI	Advisor / Consultant INVESTMENT ADVISOR	93	$7.1M	$22K
AIM TRANSFER & STORAGE, INC.