Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
S & E WILLIAMS AUTOMOTIVE, INC.
EIN 95-4791252Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$824K assets
Welfare
0
Participants
10
6027 VENTURA BLVD. - VENTURA, CA 93003805-656-1026
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $824K assets / 10 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
S & E WILLIAMS AUTOMOTIVE, INC. 401K PROFIT SHARING PLAN
401k
Assets$465K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
S & E WILLIAMS AUTOMOTIVE, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$359K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | S & E WILLIAMS AUTOMOTIVE, INC. 401K PROFIT SHARING PLAN | 401k | $465K | 5 | 2024 | |
| 002 | S & E WILLIAMS AUTOMOTIVE, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $359K | 5 | 2024 |
Retirement plans