Plan Ledger DOL Form 5500 · updated monthly

The Williamson Group, Inc.401(k)

THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

The Williamson Group, Inc. reported $89,240 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $6,495 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 0.36% to 0.39%. 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 253rd-largest of 871 plans among Kentucky employers on file, and the 5,248th of 13,661 in manufacturing. In 2024, employees put in $1.37 for every $1.00 the employer contributed; active participation has grown from 89 to 101 since 2022.

Plan summary
Net assets, end of year$24,091,316
Participants with balances121
Active participants101
Employer contributions$655,965
Employee contributions$899,561
Employer contribution per active participant$6,495
Average account balance$199,102
Benefits paid to participants$2,471,786
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.1M · 121 accts · $656K emplr
2023$22.0M · 100 accts · $513K emplr
2022$20.6M · 107 accts · $516K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,240
Total administrative$89,240
The The Williamson Group, Inc. 401(k) match · 2024
Employer contribution per active participant$6,495
Median for plans this size$2,416
2024$6,495 per active participant
2023$5,833 per active participant
2022$5,799 per active participant

The Williamson Group, 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$89,240

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$89,240 · 0.39%
2023$79,576 · 0.37%
2022$74,460 · 0.36%
Similar plansManufacturing · Kentucky
Panariagroup USA, Inc. KY$26.3M · 0.15%
Topy America, Inc. KY$25.4M · 0.07%
Vuteq USA, Inc. KY$25.2M · 0.31%
Papercone Corporation KY$23.5M · 0.03%
Four Roses Distillery LLC KY$22.4M · 0.06%
Mouser Cabinetry LLC KY$21.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 111477870 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.