Plan Snapshot
- Plan Sponsor: Williams Lumber INC.
- Sponsor EIN: 141279525
- Sponsor Address: 6760 ROUTE 9, RHINEBECK, NY, 12572
- Plan Type: 401(k)
- Total Participants: 322
- Total Assets: $14.2M
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 | 322 | $14.2M | $197,120 | $633,018 |
| 2023 | 264 | $12.7M | $192,082 | $632,378 |
| 2022 | 261 | $11.4M | $189,681 | $642,334 |
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 |
|---|---|---|---|---|
| UHY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY, LLP — Auditor
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 | $48,980 | $45,181 | — | — | — |
| 2023 | $44,650 | $40,523 | — | — | — |
| 2022 | $50,315 | — | — | — | — |