Assets by plan
Share of aggregate retirement assets
Filings through .
Williamsworks, Inc.
EIN 26-1161348management consultingLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Health & Benefits
0
Participants
11
PO BOX 8442 - MISSOULA, MT 59807612-554-5823williamsworks.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 11 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
WILLIAMSWORKS, INC 401(K) PLAN
401(k)
Assets$1.9M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
WILLIAMSWORKS, INC. CASH BALANCE PLAN
Cash balance
Assets$230K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | WILLIAMSWORKS, INC 401(K) PLAN | 401(k) | $1.9M | 6 | 2025 |
| #004 | WILLIAMSWORKS, INC. CASH BALANCE PLAN | Cash balance | $230K | 5 | 2025 |
- #003 · 401(k) · 20256
- #004 · Cash balance · 20255
Retirement plans