Sponsor portfolio
WILLIAMSON WEALTH GROUP, INC.
EIN 56-2220719financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
10
7632 NORMAN ISLAND DRIVE - CORNELIUS, NC 28031704-892-1012raymondjames.com/williamsonwealthgroupLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIAMSON WEALTH GROUP 401(K) PLAN | 401k | $1.7M | 10 | 2025 |
Retirement plans