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  2. T. Williams Insurance & Financial Services

Filings through Oct 24, 2026.

T. Williams Insurance & Financial Services

EIN 82-3359085-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$125K assets
Health & Benefits
0
Participants
5
1536 20TH ST - SAN FRANCISCO, CA 94107415-580-7987
Plans on this EIN
1 filing
#001401(k)-$125K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

TUCKER WILLIAMS INSURANCE & FINANCIAL 401K

401(k)

Assets$125K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TUCKER WILLIAMS INSURANCE & FINANCIAL 401K401(k)$125K52025
  • TUCKER WILLIAMS INSURANCE & FINANCIAL 401K$125K
    #001 · 401(k) · 20255
Retirement plans
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