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Sponsor portfolio

THE WILLIAMS GROUP LLC

EIN 85-0923834-education management-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
18
302 3RD STREET SE - WASHINGTON, DC 20006202-744-6294thewilliamsgroup.netLinkedIn1-10 employeeseducation management
Plans on this EIN
2 filings
#001401k-$1.2M - 10 part#002CashBalance-$790K - 8 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • GROUP LLC 401(K) (#001)60%
  • CASH BALANCE PLAN (#002)40%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP LLC 401(K) (#001)10
  • CASH BALANCE PLAN (#002)8
Total 18Click 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

THE WILLIAMS GROUP LLC 401(K) PLAN

401k

Assets$1.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE WILLIAMS GROUP LLC CASH BALANCE PLAN

CashBalance

Assets$790K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE WILLIAMS GROUP LLC 401(K) PLAN401k$1.2M102025
002THE WILLIAMS GROUP LLC CASH BALANCE PLANCashBalance$790K82025
Retirement plans
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