Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
WILLIAMS HUNTER WEALTH GROUP, LLC
EIN 82-3007786Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
7
112 WESTWOOD PLACE, SUITE 100 - BRENTWOOD, TN 37027615-465-2250
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 7 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
WILLIAMS HUNTER WEALTH GROUP, LLC 401(K) PLAN
401k
Assets$1.1M
Participants5
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Retirement#002
WILLIAMS HUNTER WEALTH GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$879K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIAMS HUNTER WEALTH GROUP, LLC 401(K) PLAN | 401k | $1.1M | 5 | 2024 | |
| 002 | WILLIAMS HUNTER WEALTH GROUP, LLC CASH BALANCE PLAN | CashBalance | $879K | 2 | 2024 |
Retirement plans