Plan Ledger DOL Form 5500 · updated monthly

Andrew & Williamson Sales Co., Inc.401(k)

ANDREW & WILLIAMSON SALES COMPANY, INC. RETIREMENT SAVINGS PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Andrew & Williamson Sales Co., Inc. reported $20,259 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,533 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.01% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,864th-largest of 9,483 plans among California employers on file, and the 1,455th of 4,246 in wholesale trade. In 2024, employees put in $1.39 for every $1.00 the employer contributed; active participation has grown from 182 to 426 since 2022.

Plan summary
Net assets, end of year$27,541,246
Participants with balances232
Active participants426
Employer contributions$652,892
Employee contributions$904,982
Employer contribution per active participant$1,533
Average account balance$118,712
Benefits paid to participants$274,584
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.5M · 232 accts · $653K emplr
2023$23.5M · 233 accts · $692K emplr
2022$19.1M · 233 accts · $658K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,259
Total administrative$20,259
The Andrew & Williamson Sales Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,533
Median for plans this size$2,416
2024$1,533 per active participant
2023$3,760 per active participant
2022$3,616 per active participant

Andrew & Williamson Sales Co., Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
EMPLOYEE FIDUCIARY, LLC · Recordkeeping$20,259

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$20,259 · 0.08%
2023$1,531 · 0.01%
2022$1,546 · 0.01%
Similar plansWholesale Trade · California
Geary Pacific Corporation CA$28.9M · 0.24%
T.M. Cobb Company CA$28.6M · 0.59%
Samsung Sdi America, Inc. CA$28.1M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330358167 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.