Plan Snapshot
- Plan Sponsor: Williams Bros. Healthcare Pharmacy, INC.
- Sponsor EIN: 351818445
- Sponsor Address: 10 WILLIAMS BROS. DRIVE, WASHINGTON, IN, 47501
- Plan Type: 401(k)
- Total Participants: 732
- Total Assets: $21.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 732 | $21.6M | $997,265 | $1.7M |
| 2023 | 612 | $17.7M | $807,948 | $1.4M |
| 2022 | 547 | $14.2M | $638,066 | $1.1M |
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 |
|---|---|---|---|---|
| KATZ SAPPER & MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER & MILLER LLP — Auditor
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 | $118,622 | — | $118,622 | — | — |
| 2023 | $93,546 | — | $93,546 | — | — |
| 2022 | $98,517 | — | — | — | $98,517 |