Plan Ledger DOL Form 5500 · updated monthly

N.A. Williams Co. Inc.401(k)

NAWCO PROFIT SHARING PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

N.A. Williams Co. Inc. reported $89,961 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $16,224 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 513th-largest of 2,160 plans among Georgia employers on file, and the 942nd of 4,246 in wholesale trade. In 2024, the employer put in $1.25 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$43,999,079
Participants with balances134
Active participants108
Employer contributions$1,752,142
Employee contributions$1,403,677
Employer contribution per active participant$16,224
Average account balance$328,351
Benefits paid to participants$14,042,913
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,669
Investment management$41,292
Total administrative$89,961
The N.A. Williams Co. Inc. 401(k) match · 2024
Employer contribution per active participant$16,224
Median for plans this size$2,416

N.A. Williams Co. Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$54,479
DEERFIELD FINANCIAL ADVISORS I · Investment advisory (participants)$15,342
SIGNATUREFD LLC · Investment advisory (participants)$14,451
MARIETTA WEALTH MANAGEMENT LLC · Investment advisory (participants)$5,533
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,287

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

Administrative cost history1
2024$89,961 · 0.19%
Similar plansWholesale Trade · Georgia
Control Southern, Inc. GA$48.9M · 0.32%
Asm Assembly Systems,Llc GA$47.3M · 0.33%
KIDS2, Inc. GA$45.8M · 0.34%
Mizuno USA, Inc. GA$44.0M · 0.35%
Crs, Inc. GA$41.1M · 1.25%
Milner, Inc. GA$37.2M · 0.40%
Rinnai America Corporation GA$36.4M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580669636 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.