The Williams Investment Plus Plan
Sponsored by The Williams Companies, Inc. · EIN 730569878 · Plan #008 · Tulsa, OK
- Total assets
- $2.0B
- Net assets
- $2.0B
- Active participants
- 5,692
- With balances
- 7,360
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 |
|---|---|---|
| Mercer Investment Solutions Llc CRD 155919 | fuzzy_auto · 94% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Invest. Instl. Oper. Co., | Recordkeeping, Trustee (institutional), Trustee (directed) | $270,824 |
| Mercer Investment Consulting, Inc. | Consulting (general), Investment advisory (plan) | $163,955 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $81,502 |
| Mercer (Us) Inc. | Consulting (general), Investment advisory (plan) | $12,300 |