Plan Ledger DOL Form 5500 · updated monthly

Dan Williams Company401(k)

DAN WILLIAMS COMPANY 401(K) PLAN · AUSTIN, TX · plan year 2022

Reported admin expense ratio · 2022
0.99%

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

Dan Williams Company reported $27,666 in plan administrative expenses for 2022: 0.99% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,172 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (4,680th of 5,688), and 4,614th of 5,337 in construction. In 2022, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,690,320
Participants with balances137
Active participants205
Employer contributions$240,322
Employee contributions$387,088
Employer contribution per active participant$1,172
Average account balance$19,637
Benefits paid to participants$313,164
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $120K emplr
2022$2.7M · 137 accts · $240K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$27,666
Total administrative$27,666
The Dan Williams Company 401(k) match · 2022
Employer contribution per active participant$1,172
Median for plans this size$1,114

Dan Williams Company's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$27,666 · 0.99%
Similar plansConstruction · Texas
J3 Company, LLC TX$2.8M · 0.02%
Fireproof Contractors Inc TX$2.8M · 0.08%
Jat Home Services, Inc. TX$2.7M · 0.36%
Travis Companies, Inc. TX$2.7M · 0.05%
Avesta Homes, LLC TX$2.6M · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742496879 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.