PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LAW OFFICES OF JAMES A. WILLIAMS, LLC
Sponsor portfolio

LAW OFFICES OF JAMES A. WILLIAMS, LLC

EIN 72-1407263-law practice-Latest filing 2025
Plans
2
Retirement
2
$597K assets
Welfare
0
Participants
10
706 DERBIGNY ST. - GRETNA, LA 70053504-361-0636jimwilliamslaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$545K - 4 part#001401k-$52K - 6 part

Retirement portfolio analytics

2 plans aggregated / $597K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • CASH BALANCE PLAN (#002)91%
  • JAW 401K PLAN (#001)9%
Total $597KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JAW 401K PLAN (#001)6
  • CASH BALANCE PLAN (#002)4
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JAW CASH BALANCE PLAN

CashBalance

Assets$545K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JAW 401K PLAN

401k

Assets$52K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JAW CASH BALANCE PLANCashBalance$545K42025
001JAW 401K PLAN401k$52K62025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica