Williams Companies Retirement Savings Plan
Sponsored by Williams Oil Company, Inc. · EIN 231863615 · Plan #001
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 1,204
- With balances
- 383
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 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 Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $46,974 |
| Rbc Wealth Management | Investment advisory (plan) | $37,540 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,093 |