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Sponsor portfolio

ELIZABETH A. WILLIAMS

EIN 82-4480722-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
2
956 COLBERT STREET S. - COLLIERVILLE, TN 38017901-486-4376LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$934K - 1 part#002CashBalance-$786K - 1 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 2 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • A. WILLIAMS 401(K) (#001)54%
  • CASH BALANCE PLAN (#002)46%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • A. WILLIAMS 401(K) (#001)1
  • CASH BALANCE PLAN (#002)1
Total 2Click 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#001

ELIZABETH A. WILLIAMS 401(K) PLAN

401k

Assets$934K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ELIZABETH A. WILLIAMS CASH BALANCE PLAN

CashBalance

Assets$786K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ELIZABETH A. WILLIAMS 401(K) PLAN401k$934K12024
002ELIZABETH A. WILLIAMS CASH BALANCE PLANCashBalance$786K12024
Retirement plans
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