Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Grace M. Williams, CPA, PC
EIN 58-2469039accountingLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
28
5195 JIMMY CARTER BLVD., STE 200 - NORCROSS, GA 30093770-448-6020gwcpaaa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 28 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#001
GRACE M. WILLIAMS CPA, PC CASH BALANCE PLAN
Cash balance
Assets$1.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GRACE M. WILLIAMS, CPA, PC PROFIT SHARING PLAN
401(k)
Assets$305K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRACE M. WILLIAMS CPA, PC CASH BALANCE PLAN | Cash balance | $1.4M | 12 | 2025 | |
| 002 | GRACE M. WILLIAMS, CPA, PC PROFIT SHARING PLAN | 401(k) | $305K | 16 | 2025 |
Retirement plans