Plan Snapshot
- Plan Sponsor: The Williams Companies, INC.
- Sponsor EIN: 730569878
- Sponsor Address: P. O. BOX 2400, MD 42, TULSA, OK, 74102
- Plan Type: 401(k)
- Total Participants: 5,692
- Total Assets: $2.0B
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 | 5,692 | $2.0B | $65.9M | $68.6M |
| 2023 | 5,204 | $1.7B | $59.5M | $63.7M |
| 2022 | 5,041 | $1.4B | $52.3M | $58.2M |
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 INVEST. INSTL. OPER. CO., | Recordkeeper | $270,824 | — | $270,824 |
| MERCER INVESTMENT CONSULTING, INC. | Other Service Provider | $163,955 | — | $163,955 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $81,502 | — | $81,502 |
| MERCER (US) INC. | Other Service Provider | $12,300 | — | $12,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVEST. INSTL. OPER. CO., — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $528,581
- Estimated Expense Ratio: 0.027% 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 | $2,682,855 | $2,261,143 | — | — | — |
| 2023 | $2,317,752 | $1,905,388 | — | — | — |
| 2022 | $2,289,569 | $1,809,313 | $411,395 | — | $68,861 |