The W.W. Williams Company, Llc Employees' Pension Plan
Sponsored by The W.W. Williams Company, Llc · EIN 813158413 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 79
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting | Actuarial, Direct payment from the plan | $49,304 |
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $30,000 |