Plan Ledger DOL Form 5500 · updated monthly

White and Williams LLP401(k)

WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

White and Williams LLP reported $8,761 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,573 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 0.005% to 0.005%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 302nd-largest of 3,651 plans among Pennsylvania employers on file, and the 866th of 11,654 in professional & technical services. In 2024, employees put in $4.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$185,028,894
Participants with balances554
Active participants333
Employer contributions$856,692
Employee contributions$4,234,953
Employer contribution per active participant$2,573
Average account balance$333,987
Benefits paid to participants$20,270,606
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$185.0M · 554 accts · $857K emplr
2023$172.3M · 577 accts · $217K emplr
2022$156.6M · 586 accts · $1.3M emplr
The White and Williams LLP 401(k) match · 2024
Employer contribution per active participant$2,573
Median for plans this size$3,635
2024$2,573 per active participant
2023$649 per active participant
2022$3,633 per active participant

White and Williams LLP's 2024 employer contribution ran below the $3,635 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.

Administrative cost history3
2024$8,761 · 0.00%
2023$12,045 · 0.01%
2022$7,662 · 0.00%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Ewingcole, Inc. PA$186.0M · 0.03%
Qliktech Inc. PA$184.1M · 0.27%
Inframark, LLC PA$179.0M · 0.12%
Sms Group Inc. PA$167.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231421789 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.