Plan Ledger DOL Form 5500 · updated monthly

S.L. Williamson Co., Inc401(k)

S.L. WILLIAMSON CO., INC. 401(K) RETIREMENT PLAN · CHARLOTTESVILLE, VA · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

S.L. Williamson Co., Inc reported $35,626 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $753 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 0.70% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Virginia (1,711th of 2,266), and 3,686th of 5,337 in construction. In 2024, employees put in $6.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,409,911
Participants with balances131
Active participants131
Employer contributions$98,665
Employee contributions$688,851
Employer contribution per active participant$753
Average account balance$48,931
Benefits paid to participants$593,725
Plan auditUnmodified (clean) audit opinion
AuditorHANTZMON WIEBEL, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 131 accts · $99K emplr
2023$5.6M · 123 accts · $86K emplr
2022$4.5M · 122 accts · $52K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,834
Investment management$18,792
Total administrative$35,626
The S.L. Williamson Co., Inc 401(k) match · 2024
Employer contribution per active participant$753
Median for plans this size$1,313
2024$753 per active participant
2023$668 per active participant
2022$423 per active participant

S.L. Williamson Co., Inc's 2024 employer contribution ran below the $1,313 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping$16,834
CETERA ADVISOR NETWORKS · Investment advisory (plan)$18,792

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$35,626 · 0.59%
2023$32,440 · 0.64%
2022$34,428 · 0.70%
Same employer
Similar plansConstruction · Virginia
M.E. Flow, Inc. VA$6.8M · 0.10%
Atlas Plumbing, LLC VA$6.7M · 0.06%
Pillar Construction, Inc. VA$6.0M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540491737 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.