Plan Snapshot
- Plan Sponsor: The Williamson Group, INC.
- Sponsor EIN: 111477870
- Sponsor Address: 100 S SPRING ST, LOUISVILLE, KY, 402061945
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $24.1M
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 | 101 | $24.1M | $655,965 | $899,561 |
| 2023 | 88 | $22.0M | $513,282 | $805,224 |
| 2022 | 89 | $20.6M | $516,074 | $789,466 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $89,240 | — | $89,240 | — | — |
| 2023 | $79,576 | — | $79,576 | — | — |
| 2022 | $74,460 | — | $74,460 | — | — |