Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DEREK SCOTT WILLIAMS, PLLC
EIN 81-2806052Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$100K assets
Welfare
0
Participants
1
701 S. JOHN REDDITT DRIVE - LUFKIN, TX 75904936-701-6447
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $100K assets / 1 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#002
DEREK SCOTT WILLIAMS, PLLC CASH BALANCE PLAN
CashBalance
Assets$98K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RETIREMENT INCOME SECURITY PLAN-LUFKIN FAMILY DENTAL
401k
Assets$2K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DEREK SCOTT WILLIAMS, PLLC CASH BALANCE PLAN | CashBalance | $98K | 0 | 2025 | |
| 003 | RETIREMENT INCOME SECURITY PLAN-LUFKIN FAMILY DENTAL | 401k | $2K | 1 | 2025 |
Retirement plans