Plan Ledger DOL Form 5500 · updated monthly

The W.W. Williams Co. LLC401(k)

THE W.W. WILLIAMS CO. LLC EMPLOYEES SAVINGS PLAN & TRUST PLAN · DUBLIN, OH · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

The W.W. Williams Co. LLC reported $209,913 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,316 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 0.30% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 409th-largest of 3,295 plans among Ohio employers on file, and the 225th of 3,341 in other services. In 2024, employees put in $3.33 for every $1.00 the employer contributed; active participation has grown from 1,009 to 1,269 since 2022.

Plan summary
Net assets, end of year$89,198,749
Participants with balances1,446
Active participants1,269
Employer contributions$1,669,805
Employee contributions$5,564,014
Employer contribution per active participant$1,316
Average account balance$61,687
Benefits paid to participants$9,877,742
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$89.2M · 1,446 accts · $1.7M emplr
2023$79.5M · 1,356 accts · $1.4M emplr
2022$67.4M · 1,210 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$179,913
Total administrative$209,913
The The W.W. Williams Co. LLC 401(k) match · 2024
Employer contribution per active participant$1,316
Median for plans this size$3,635
2024$1,316 per active participant
2023$1,267 per active participant
2022$1,220 per active participant

The W.W. Williams Co. LLC's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$179,913
CREATIVE PLANNING · Consulting$30,000

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$209,913 · 0.25%
2023$179,299 · 0.24%
2022$224,267 · 0.30%
Same employer
Similar plansOther Services · Ohio
Safelite Group, Inc. OH$719.0M · 0.26%
Ohio Machinery Co. OH$138.6M · 0.07%
Ohio Education Association OH$114.8M · 0.16%
Ccfi Companies, LLC OH$68.5M · 0.32%
The Ohio Automobile Club OH$34.3M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813158413 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.