Plan Snapshot
- Plan Sponsor: Williams Form Engineering Corporation
- Sponsor EIN: 381175280
- Sponsor Address: 8165 GRAPHIC DRIVE, BELMONT, MI, 49306
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $25.7M
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 | 277 | $25.7M | $596,835 | $1.4M |
| 2023 | 268 | $21.2M | $569,250 | $1.3M |
| 2022 | 261 | $17.0M | $537,356 | $1.2M |
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 |
|---|---|---|---|---|
| CROWE 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 | $87,131 | $34,994 | $52,137 | — | — |
| 2023 | $79,353 | $23,232 | $56,121 | — | — |
| 2022 | $80,616 | — | $80,616 | — | — |