Plan Snapshot
- Plan Sponsor: Williams-Sonoma, INC.
- Sponsor EIN: 942203880
- Sponsor Address: 3250 VAN NESS AVENUE, SAN FRANCISCO, CA, 94109
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 22,777
- Total Assets: $882.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 22,777 | $882.6M | $0 | $0 |
| 2024 | 18,337 | $797.6M | $10.5M | $35.9M |
| 2023 | 18,200 | $629.0M | $12.1M | $35.3M |
| 2022 | 20,250 | $484.7M | $10.9M | $36.9M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Other Service Provider | $651,010 | — | $651,010 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $651,010
- Estimated Expense Ratio: 0.074% 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 |
|---|---|---|---|---|---|
| 2025 | $56,518,489 | $84,334 | — | — | — |
| 2024 | $593,437 | $63,933 | — | — | — |
| 2023 | $520,206 | $87,953 | — | — | — |
| 2022 | $687,675 | $108,785 | — | — | — |