Plan Snapshot
- Plan Sponsor: Kelley Williamson Company
- Sponsor EIN: 361314080
- Sponsor Address: 1132 HARRISON AVENUE, ROCKFORD, IL, 611047262
- Plan Type: 401(k)
- Total Participants: 394
- Total Assets: $11.9M
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 | 394 | $11.9M | $110,000 | $712,253 |
| 2023 | 362 | $10.9M | $220,000 | $666,383 |
| 2022 | 338 | $8.7M | $100,097 | $620,885 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
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 | $16,895 | — | $16,895 | — | — |
| 2023 | $13,855 | — | $13,855 | — | — |
| 2022 | $14,028 | — | $14,028 | — | — |