Plan Ledger DOL Form 5500 · updated monthly

Br Williams Trucking Inc401(k)

BR WILLIAMS TRUCKING INC 401(K) PROFIT SHARING PLAN · OXFORD, AL · plan year 2023

Reported admin expense ratio · 2023
0.80%

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

Br Williams Trucking Inc reported $44,047 in plan administrative expenses for 2023: 0.80% of average plan assets, above the peer median. Employer contributions averaged $216 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 fell from 0.81% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Alabama (591st of 902), and 1,518th of 2,677 in transportation & warehousing. In 2023, employees put in $6.65 for every $1.00 the employer contributed; active participation has grown from 195 to 217 since 2022.

Plan summary
Net assets, end of year$5,911,387
Participants with balances164
Active participants217
Employer contributions$46,937
Employee contributions$311,930
Employer contribution per active participant$216
Average account balance$36,045
Benefits paid to participants$317,898
Plan auditUnmodified (clean) audit opinion
AuditorTHE HIGHLANDS ACCOUNTING GROUP, INC
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 158 accts · $49K emplr
2023$5.9M · 164 accts · $47K emplr
2022$5.1M · 172 accts · $44K emplr
The Br Williams Trucking Inc 401(k) match · 2023
Employer contribution per active participant$216
Median for plans this size$1,308
2024$257 per active participant
2023$216 per active participant
2022$225 per active participant

Br Williams Trucking Inc's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
WAVERLY ADVISORS, LLC · Pension consulting · Investment advisory (participants)$44,047

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$3,345 · 0.06%
2023$44,047 · 0.80%
2022$45,352 · 0.81%
Same employer
Similar plansTransportation & Warehousing · Alabama
Montgomery Transport, LLC AL$8.1M · 1.20%
Glovis Alabama, LLC AL$7.4M · 1.45%
J & M Tank Lines, Inc. AL$6.7M · 0.14%
Alabama Motor Express AL$5.6M · 0.14%
Robbie D. Wood, Inc. AL$5.5M · 0.03%
Segers Aero Corporation AL$5.3M · 0.97%
Ct Stevedoring, Inc. AL$4.3M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630514666 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.