R.P. Williams & Company INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: R.P. Williams & Company INC.
  • Sponsor EIN: 862688423
  • Sponsor Address: 1991 ANNAPOLIS LANE N, EDINA, MN, 55439
  • Plan Type: DC
  • Total Participants: 7
  • Total Assets: $1.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$1.0M$0$0
20235$805,870$0$0
20222$311,130$0$0

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