H.E. Williams, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by H.E. Williams, Inc. · EIN 440491260 · Plan #002
- Total assets
- $35.6M
- Net assets
- $35.6M
- Active participants
- 272
- With balances
- 318
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 |
|---|---|---|
| Pension Consultants Inc CRD 113914 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $50,615 |
| Pension Consultants Inc | Investment advisory (plan), Direct payment from the plan | $40,000 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |