# Williams Financial Services Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/williams-financial-services-incorporated-842892988-001

> Williams Financial Services Incorporated's 401(k) plan: 3 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Williams Financial Services Incorporated

- **Sponsor EIN:** 842892988

- **Sponsor Address:** 12099 DUNCAN PLAINS ROAD, JOHNSTOWN, OH, 43031

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **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|

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