Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN W. WILLIAMS, INC.
EIN 13-5486990Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$804K assets
Welfare
0
Participants
8
48 LITTLE W. 12TH STREET - NEW YORK, NY 10014212-243-1293
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $804K assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JOHN W. WILLIAMS, INC. CASH BALANCE PLAN
CashBalance
Assets$733K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOHN W. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$71K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOHN W. WILLIAMS, INC. CASH BALANCE PLAN | CashBalance | $733K | 2 | 2025 | |
| 001 | JOHN W. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN | ProfitSharing | $71K | 6 | 2025 |
Retirement plans