Plan Snapshot
- Plan Sponsor: S.L. Williamson Co., INC.
- Sponsor EIN: 540491737
- Sponsor Address: 1230 RIVER ROAD, CHARLOTTESVILLE, VA, 229014101
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 145
- Total Assets: $6.6M
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. |
|---|---|---|---|---|
| 2025 | 145 | $6.6M | $0 | $0 |
| 2024 | 131 | $6.4M | $98,665 | $688,851 |
| 2023 | 129 | $5.6M | $86,193 | $591,410 |
| 2022 | 123 | $4.5M | $52,007 | $514,139 |
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 |
|---|---|---|---|---|
| CETERA ADVISOR NETWORKS | Other Service Provider | $18,948 | — | $18,948 |
| THE VANGUARD GROUP, INC. | Other Service Provider | $17,750 | — | $17,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,698
- Estimated Expense Ratio: 0.556% 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 |
|---|---|---|---|---|---|
| 2025 | $1,448,577 | $18,948 | $17,750 | — | — |
| 2024 | $35,626 | $18,792 | $16,834 | — | — |
| 2023 | $32,440 | $16,902 | $15,538 | — | — |
| 2022 | $34,428 | $16,440 | $17,988 | — | — |