# Williamson Street Grocery Co-Op 401(k) Plan
Source: https://planprovider.pro/companies/williamson-street-grocery-co-op-401k-plan

> Williamson Street Grocery Co-Op's 401(k) plan: 252 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Williamson Street Grocery Co-Op

- **Sponsor EIN:** 391191600

- **Sponsor Address:** 1457 E WASHINGTON AVE STE 200, MADISON, WI, 53703

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

- **Total Participants:** 252

- **Total Assets:** $8.8M

## 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|252|$8.8M|$291,200|$502,779|

| 2023|241|$7.4M|$244,090|$431,652|

| 2022|207|$6.1M|$216,784|$425,336|

## 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|$36,387|—|$36,387|

| LPL FINANCIAL|INVESTMENT ADVISOR|$16,755|—|$16,755|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $53,142

- **Estimated Expense Ratio:** 0.603% 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|$54,694|$18,307|—|—|—|

| 2023|$48,387|$19,222|—|—|—|

| 2022|$47,900|—|$47,900|—|—|

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