The Williams Companies, INC. DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Williams Companies, INC.
  • Sponsor EIN: 730569878
  • Sponsor Address: P. O. BOX 2400, MD 42, TULSA, OK, 74102
  • Plan Type: DB
  • Total Participants: 3,178
  • Total Assets: $1.4B

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243,178$1.4B$0$0
20233,357$1.3B$0$0
20223,588$879.1M$0$0

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
MERCER INVESTMENTS LLCOther Service Provider$837,016$837,016
FIDELITY EMPLOYER SERVICES COMPANYOther Service Provider$807,355$807,355
AON CONSULTING, INCRecordkeeper$296,362$296,362
PRUDENTIAL TRUST CO.Other Service Provider$254,272$254,272
NISA INVESTMENT ADVISORS LLCOther Service Provider$224,458$224,458
BOKF, NA DBA BANK OF OKLAHOMAOther Service Provider$176,228$176,228
METLIFE INVESTMENT MANAGEMENT LLCOther Service Provider$130,287$130,287
INCOME RESEARCH + MANAGEMENTOther Service Provider$86,678$86,678
ACADIAN ASSET MANAGEMENT LLCOther Service Provider$84,091$84,091
NINETY ONE NORTH AMERICA, INC.Other Service Provider$60,131$60,131
STATE STREET GLOBAL ADVISORS TRUSTOther Service Provider$29,358$29,358

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $2,986,236
  • Estimated Expense Ratio: 0.220% 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$4,114,854$1,706,478
2023$1,568,378
2022$1,419,819$491,138$283,377

Similar Plans