# H.E. Williams, INC. 401(k) Plan
Source: https://planprovider.pro/companies/h-e-williams-inc-401k-plan

> H.E. Williams, INC.'s 401(k) plan: 272 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** H.E. Williams, INC.

- **Sponsor EIN:** 440491260

- **Sponsor Address:** P.O. BOX 837, CARTHAGE, MO, 64836

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

- **Total Participants:** 272

- **Total Assets:** $35.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|272|$35.6M|$657,292|$983,110|

| 2023|297|$30.2M|$585,927|$911,761|

| 2022|322|$25.8M|$584,232|$886,113|

## 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|

| ONEAMERICA RETIREMENT SERVICES LLC|NONE|$50,615|—|$50,615|

| PENSION CONSULTANTS INC|NONE|$40,000|—|$40,000|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION CONSULTANTS INC](https://planprovider.pro/provider/pension-consultants-inc) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $90,615

- **Estimated Expense Ratio:** 0.255% of plan assets

### 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|$90,615|$40,000|—|—|—|

| 2023|$90,934|$45,000|—|—|—|

| 2022|$65,863|$15,000|—|—|$50,863|

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