Plan Snapshot
- Plan Sponsor: N.A. Williams Co. INC.
- Sponsor EIN: 580669636
- Sponsor Address: 2900-A PACES FERRY ROAD SE, ATLANTA, GA, 303393719
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $44.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 108 | $44.0M | $1.8M | $1.4M |
| 2023 | 112 | $48.8M | $1.6M | $1.3M |
| 2022 | 112 | $40.3M | $1.4M | $1.2M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $54,479 | — | $54,479 |
| DEERFIELD FINANCIAL ADVISORS I | Other Service Provider | $15,342 | — | $15,342 |
| SIGNATUREFD LLC | Other Service Provider | $14,451 | — | $14,451 |
| MARIETTA WEALTH MANAGEMENT LLC | Other Service Provider | $5,533 | — | $5,533 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,805
- Estimated Expense Ratio: 0.204% 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 | $89,961 | $41,292 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |