Plan Snapshot
- Plan Sponsor: The W.W. Williams Co. LLC
- Sponsor EIN: 813158413
- Sponsor Address: 400 METRO PLACE NORTH, SUITE 201, DUBLIN, OH, 43017
- Plan Type: 401(k)
- Total Participants: 1,269
- Total Assets: $89.2M
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 | 1,269 | $89.2M | $1.7M | $5.6M |
| 2023 | 1,126 | $79.5M | $1.4M | $4.9M |
| 2022 | 1,009 | $67.4M | $1.2M | $4.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $179,913 | — | $179,913 |
| CREATIVE PLANNING | BROKER | $30,000 | — | $30,000 |
| PLANTE MORAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CREATIVE PLANNING — BROKER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $209,913
- Estimated Expense Ratio: 0.235% 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 | $209,913 | — | — | — | — |
| 2023 | $179,299 | — | — | — | — |
| 2022 | $224,267 | — | — | — | — |