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Sponsor portfolio

DAVIS, WILLIAMS & ASSOCIATES, LLC

EIN 35-2740078-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
12
8832 BLAKENEY PROFESSIONAL DR - CHARLOTTE, NC 28277704-542-0628
Plans on this EIN
1 filing
#001401k-$1.2M - 12 part

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Retirement#001

DAVIS, WILLIAMS & ASSOCIATES, LLC 401(K) PLAN

401k

Assets$1.2M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAVIS, WILLIAMS & ASSOCIATES, LLC 401(K) PLAN401k$1.2M122025
Retirement plans
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