Plan Snapshot
- Plan Sponsor: Williams Financial Services Incorporated
- Sponsor EIN: 842892988
- Sponsor Address: 12099 DUNCAN PLAINS ROAD, JOHNSTOWN, OH, 43031
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $299,704
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $299,704 | $0 | $0 |
| 2024 | 3 | $347,888 | $0 | $0 |
| 2023 | 5 | $125,671 | $0 | $0 |
| 2022 | 4 | $200,225 | $0 | $0 |