# Williams Oil Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/williams-oil-company-inc-401k-plan

> Williams Oil Company, INC.'s 401(k) plan: 1,204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Williams Oil Company, INC.

- **Sponsor EIN:** 231863615

- **Sponsor Address:** 6221 MILE LANE ROAD, SAYRE, PA, 18840

- **Plan Type:** 401(k)

- **Total Participants:** 1,204

- **Total Assets:** $21.5M

## 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|1,204|$21.5M|$764,918|$1.5M|

| 2023|934|$18.8M|$700,588|$1.3M|

| 2022|1,006|$16.3M|$692,467|$1.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$46,974|—|$46,974|

| RBC WEALTH MANAGEMENT|ADVISOR|$37,540|—|$37,540|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,093|—|$5,093|

| MENGEL, METZGER, BARR & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MENGEL, METZGER, BARR & CO., LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $89,607

- **Estimated Expense Ratio:** 0.417% 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|$89,607|$42,633|—|—|—|

| 2023|$74,787|$36,805|$300|—|—|

| 2022|$59,833|$44,367|—|—|—|

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