Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAMSWORKS, INC.
EIN 26-1161348management consultingLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
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 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#003
WILLIAMSWORKS, INC 401(K) PLAN
401k
Assets$1.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
WILLIAMSWORKS, INC. CASH BALANCE PLAN
CashBalance
Assets$230K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WILLIAMSWORKS, INC 401(K) PLAN | 401k | $1.9M | 6 | 2025 | |
| 004 | WILLIAMSWORKS, INC. CASH BALANCE PLAN | CashBalance | $230K | 5 | 2025 |
Retirement plans