Plan Snapshot
- Plan Sponsor: Williamson Cadillac Company
- Sponsor EIN: 591195335
- Sponsor Address: 7815 S.W. 104TH STREET, MIAMI, FL, 33156
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $22.7M
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 | 162 | $22.7M | $573,970 | $1.1M |
| 2023 | 292 | $29.9M | $859,178 | $1.6M |
| 2022 | 278 | $26.2M | $838,625 | $1.5M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $98,775 | — | $98,775 | — | — |
| 2023 | $225,887 | $46,074 | $10,175 | $27,502 | — |
| 2022 | $220,714 | $180,296 | $35,228 | — | $5,190 |