# Williams Lea LLC 401(k) Plan
Source: https://planprovider.pro/companies/williams-lea-llc-401k-plan

> Williams Lea LLC's 401(k) plan: 1,172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [MILLER COOPER & CO, LTD](https://planprovider.pro/provider/miller-cooper-and-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|—|—|—|—|

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