Plan Snapshot
- Plan Sponsor: Williams Homes, INC.
- Sponsor EIN: 954615050
- Sponsor Address: 24911 AVENUE STANFORD, SANTA CLARITA, CA, 91355
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 174 | $10.0M | $579,038 | $1.1M |
| 2023 | 165 | $8.3M | $556,134 | $1.0M |
| 2022 | 150 | $6.3M | $528,515 | $1.0M |
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 |
|---|---|---|---|---|
| LONGEVITY CAPITAL MANAGEMENT LLC | Investment Advisor | $31,199 | — | $31,199 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $21,982 | — | $21,982 |
| PENTEGRA SERVICES INC | Other Service Provider | $16,034 | — | $16,034 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,215
- Estimated Expense Ratio: 0.689% 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 | $68,359 | — | — | — | — |
| 2023 | $64,208 | — | — | — | — |
| 2022 | $63,494 | — | — | — | $62,044 |