AUMdb

401(k) Profit Sharing Plan And Trust For Employees Of Williams Company Management Group

Sponsored by Williams Company Management Group · EIN 050534693 · Plan #001

Total assets
$12.9M
Net assets
$12.9M
Active participants
120
With balances
142

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Northwestern Mutual Wealth Mgmt Investment advisory (plan) $30,980
Blue Ridge Esop Associates Contract administrator $4,538
Capital Group Retirement Plan Svcs Recordkeeping fees $2,138