The W.W. Williams Co. Llc Employees Savings Plan & Trust Plan
Sponsored by The W.W. Williams Co. Llc · EIN 813158413 · Plan #002
- Total assets
- $89.2M
- Net assets
- $89.2M
- Active participants
- 1,269
- With balances
- 1,446
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $179,913 |
| Creative Planning | Consulting (general) | $30,000 |