Plan Snapshot
- Plan Sponsor: Williams Lea LLC
- Sponsor EIN: 133160717
- Sponsor Address: 1030 MAIN STREET, WHEELING, WV, 26003
- Plan Type: 401(k)
- Total Participants: 1,172
- Total Assets: $164.9M
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 | 1,172 | $164.9M | $2.4M | $6.3M |
| 2023 | 1,144 | $151.6M | $2.2M | $5.8M |
| 2022 | 1,179 | $132.1M | $2.1M | $5.4M |
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 |
|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES INC | NONE | $67,500 | — | $67,500 |
| THE VANGUARD GROUP, INC. | NONE | $60,615 | — | $60,615 |
| VANGUARD ADVISERS INC. | NONE | $49,911 | — | $49,911 |
| MILLER COOPER & CO, LTD | NONE | $19,500 | — | $19,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- MILLER COOPER & CO, LTD — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $197,526
- Estimated Expense Ratio: 0.120% 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 | $191,991 | — | — | — | — |
| 2023 | $278,871 | — | — | — | — |
| 2022 | $293,662 | — | — | — | — |