Plan Snapshot
- Plan Sponsor: Williams Scotsman, INC.
- Sponsor EIN: 520665775
- Sponsor Address: 4646 E. VAN BUREN ST., PHOENIX, AZ, 85008
- Plan Type: 401(k)
- Total Participants: 4,188
- Total Assets: $284.6M
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 | 4,188 | $284.6M | $13.1M | $25.7M |
| 2023 | 4,627 | $246.1M | $13.6M | $23.6M |
| 2022 | 4,097 | $198.4M | $13.4M | $23.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $322,036 | — | $322,036 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $60,441 | — | $60,441 |
| SAGEVIEW ADVISORY GROUP, LLC | CONSULTANT | $40,500 | — | $40,500 |
| SB & COMPANY, LLC | ACCOUNTANT/AUDITOR | $24,100 | — | $24,100 |
| GREENSPRING ADVISORS LLC | INVESTMENT ADVISOR | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- SAGEVIEW ADVISORY GROUP, LLC — CONSULTANT
- SB & COMPANY, LLC — ACCOUNTANT/AUDITOR
- GREENSPRING ADVISORS LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $462,077
- Estimated Expense Ratio: 0.162% 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 | $462,084 | $75,441 | $900 | $24,100 | — |
| 2023 | $519,163 | $103,870 | $300 | $22,700 | — |
| 2022 | $584,106 | $42,850 | — | — | — |