# Alfred Williams & Company 401(k) Plan
Source: https://planprovider.pro/companies/alfred-williams-company-401k-plan

> Alfred Williams & Company's 401(k) plan: 273 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alfred Williams & Company

- **Sponsor EIN:** 560715557

- **Sponsor Address:** 410 SOUTH SALISBURY STREET SUITE 20, RALEIGH, NC, 27601

- **Plan Type:** 401(k)

- **Total Participants:** 273

- **Total Assets:** $39.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|273|$39.1M|$903,072|$1.9M|

| 2023|290|$34.7M|$994,491|$2.0M|

| 2022|302|$29.8M|$915,703|$1.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| AT ALLEN & COMPANY LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$136,818|$87,594|—|—|—|

| 2023|$118,953|$76,297|—|—|—|

| 2022|$123,752|—|$123,752|—|—|

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