# Williams Plumbing, Heating & Utilities, INC. 401(k) Plan
Source: https://planprovider.pro/companies/williams-plumbing-heating-utilities-inc-401k-plan

> Williams Plumbing, Heating & Utilities, INC.'s 401(k) plan: 337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Williams Plumbing, Heating & Utilities, INC.

- **Sponsor EIN:** 810422466

- **Sponsor Address:** PO BOX 10, BOZEMAN, MT, 59711

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

- **Total Participants:** 337

- **Total Assets:** $10.5M

## 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|337|$10.5M|$431,660|$1.4M|

| 2023|345|$8.4M|$951,560|$1.2M|

| 2022|333|$5.5M|$837,804|$978,638|

## 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|

| WIPFLI|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI](https://planprovider.pro/provider/wipfli-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|$22,310|—|—|—|—|

| 2023|$19,632|—|—|—|—|

| 2022|$17,585|—|—|—|$17,585|

## Similar Plans

- [Central Plumbing And Heating Co INC](https://planprovider.pro/companies/central-plumbing-and-heating-co-inc-401k-plan) — 165 participants

- [Western Plumbing Of Bozeman, INC.](https://planprovider.pro/companies/western-plumbing-of-bozeman-inc-plan) — 10 participants

- [Tri County Heating And Cooling INC.](https://planprovider.pro/companies/tri-county-heating-and-cooling-inc-plan) — 6 participants

- [Walsh Plumbing & Heating INC.](https://planprovider.pro/companies/walsh-plumbing-heating-inc-plan) — 1 participants

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