Plan Snapshot
- Plan Sponsor: Williams Tank Lines, LLC
- Sponsor EIN: 942514319
- Sponsor Address: 1477 TILLIE LEWIS DR, STOCKTON, CA, 952061130
- Plan Type: 401(k)
- Total Participants: 302
- Total Assets: $37.5M
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 | 302 | $37.5M | $788,811 | $1.9M |
| 2023 | 303 | $35.8M | $1.0M | $1.9M |
| 2022 | 296 | $31.4M | $1.6M | $1.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $81,872 | — | $81,872 |
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $74,006 | — | $74,006 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $6,637 | — | $6,637 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,515
- Estimated Expense Ratio: 0.433% 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 | $162,515 | $80,643 | — | — | — |
| 2023 | $137,953 | $67,283 | — | — | — |
| 2022 | $87,448 | $29,520 | $31,611 | — | — |