Plan Snapshot
- Plan Sponsor: Hammer Williams Company
- Sponsor EIN: 730936509
- Sponsor Address: 1710 W WILLOW RD SUITE 200, ENID, OK, 73703
- Plan Type: 401(k)
- Total Participants: 435
- Total Assets: $3.9M
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 | 435 | $3.9M | $111,503 | $360,360 |
| 2023 | 110 | $3.5M | $83,873 | $262,325 |
| 2022 | 300 | $3.0M | $66,534 | $208,086 |
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 |
|---|---|---|---|---|
| FINLEY & COOK, PLLC | 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 | $38,563 | $38,563 | — | — | — |
| 2023 | $42,466 | $15,429 | $8,784 | — | — |
| 2022 | $57,336 | — | — | — | $32,738 |