Williams Homes, Inc. 401(k) Plan
Sponsored by Williams Homes, Inc. · EIN 954615050 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 174
- With balances
- 180
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Longevity Capital Management Llc CRD 328283 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Longevity Capital Management Llc | Investment advisory (plan) | $31,199 |
| Empower Annuity Insurance Company | Recordkeeping fees | $21,982 |
| Pentegra Services Inc | Contract administrator | $16,034 |
| Lpl Financial | Other fees | $4,694 |