Plan Ledger DOL Form 5500 · updated monthly

H.E. Williams, Inc.401(k)

H.E. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN AND TRUST · CARTHAGE, MO · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

H.E. Williams, Inc. reported $90,615 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,417 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 0.23% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 400th-largest of 1,393 plans among Missouri employers on file, and the 3,981st of 13,661 in manufacturing. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has shrunk from 322 to 272 since 2022.

Plan summary
Net assets, end of year$35,591,158
Participants with balances318
Active participants272
Employer contributions$657,292
Employee contributions$983,110
Employer contribution per active participant$2,417
Average account balance$111,922
Benefits paid to participants$1,318,479
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.6M · 318 accts · $657K emplr
2023$30.2M · 271 accts · $586K emplr
2022$25.8M · 305 accts · $584K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,615
Investment management$40,000
Total administrative$90,615
The H.E. Williams, Inc. 401(k) match · 2024
Employer contribution per active participant$2,417
Median for plans this size$2,416
2024$2,417 per active participant
2023$1,973 per active participant
2022$1,814 per active participant

H.E. Williams, Inc.'s 2024 employer contribution ran above 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 · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$50,615
PENSION CONSULTANTS INC · Investment advisory (plan)$40,000
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$90,615 · 0.28%
2023$90,934 · 0.33%
2022$65,863 · 0.23%
Same employer
Similar plansManufacturing · Missouri
Essex Industries, Inc. MO$38.5M · 0.13%
Bull Moose Tube Company MO$38.0M · 0.16%
Patriot Machine Inc. MO$36.2M · 0.18%
Manna Pro Products, LLC MO$33.1M · 0.52%
G.H. Tool & Mold, LLC MO$32.6M · 0.44%
Dema Engineering Co. MO$32.3M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440491260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.