M. R. Williams, Inc. 401(k) Profit Sharing Plan
Sponsored by M. R. Williams, Inc. · EIN 561130993 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 581
- With balances
- 194
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 |
|---|---|---|
| Carolina Wealth Management, Inc. CRD 131393 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Carolina Wealth Management Inc | Investment management, Shareholder servicing fees | $21,354 |
| Nationwide | Investment management | $18,737 |
| Proaccount | Investment management, Shareholder servicing fees | $10,382 |
| Nationwide | Investment management, Shareholder servicing fees | $10,382 |
| Trinity Pension Group, Llc | Investment management, Shareholder servicing fees | $3,049 |