Plan Snapshot
- Plan Sponsor: Williams Company Management Group
- Sponsor EIN: 050534693
- Sponsor Address: 291 SOUTHHALL LANE, MAITLAND, FL, 32751
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $12.9M
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 | 120 | $12.9M | $624,821 | $1.1M |
| 2023 | 116 | $11.8M | $453,294 | $885,686 |
| 2022 | 114 | $11.0M | $391,436 | $800,106 |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | 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 | $36,891 | $30,980 | $4,538 | — | — |
| 2023 | $29,356 | $27,946 | — | — | — |
| 2022 | $32,209 | — | $32,209 | — | — |