Plan Snapshot
- Plan Sponsor: Williamsmarston LLC
- Sponsor EIN: 464311251
- Sponsor Address: 1 WASHINGTON MALL, FLOOR 9, BOSTON, MA, 02108
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 319
- Total Assets: $34.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 319 | $34.5M | $0 | $0 |
| 2024 | 181 | $25.2M | $1.1M | $2.8M |
| 2023 | 191 | $20.3M | $1.2M | $3.0M |
| 2022 | 232 | $10.4M | $1.2M | $2.0M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING | Investment Advisor | $63,129 | — | $63,129 |
| THE VANGUARD GROUP | Recordkeeper | $14,610 | — | $14,610 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,739
- Estimated Expense Ratio: 0.225% 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 | $2,533,497 | — | — | — | — |
| 2024 | $58,742 | $41,332 | $17,410 | — | — |
| 2023 | $42,065 | $15,866 | $26,199 | — | — |
| 2022 | $14,390 | — | $14,390 | — | — |