Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Vision$1.6M
- Life$44K
- Long-term disability$44K
Sponsor portfolio
WILLIAMS & FUDGE, INC.
EIN 57-0826165financial servicesLatest filing 2025
Plans
2
Retirement
1
$30.9M assets
Welfare
1
$1.7M premiums
Participants
538
300 CHATHAM AVENUE - ROCK HILL, SC 29730803-329-9791wfcorp.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 398 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- BLUE CROSS OF CALIFORNIA97%
- PRINCIPAL LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
73%top
- PEOPLES FIRST INSURANCE AND REALTY73%
- UNITED PRODUCERS GROUP LLC27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILLIAMS & FUDGE, INC. RETIREMENT SAVINGS PLAN
401k
Assets$30.9M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILLIAMS & FUDGE, INC. GROUP WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA
Premiums$1.7M
Covered lives398
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIAMS & FUDGE, INC. RETIREMENT SAVINGS PLAN | 401k | $30.9M | 300 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILLIAMS & FUDGE, INC. GROUP WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $1.7M | 398 | 2025 |
Retirement plans
Welfare plans