Plan Snapshot
- Plan Sponsor: Williams Brothers Construction Co., INC.
- Sponsor EIN: 741223844
- Sponsor Address: PO BOX 66428, HOUSTON, TX, 77266
- Plan Type: DC
- Total Participants: 2,261
- Total Assets: $147.6M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,261 | $147.6M | $1.2M | $0 |
| 2023 | 1,655 | $153.6M | $1.2M | $0 |
| 2022 | 1,700 | $148.0M | $1.2M | $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 |
|---|---|---|---|---|
| CHARLES SCHWAB & CO. | NONE | $24,735 | — | $24,735 |
| EEPB | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB & CO. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,735
- Estimated Expense Ratio: 0.017% 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 | $24,762 | — | — | — | — |
| 2023 | $22,986 | — | — | — | — |
| 2022 | $31,786 | — | — | — | — |