Plan Ledger DOL Form 5500 · updated monthly

Williams Brothers Construction Co., Inc.ESOP

WILLIAMS BROTHERS CONSTRUCTION CO, INC PROFIT SHARING & STOCK OWNERSHIP PLAN · HOUSTON, TX · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Williams Brothers Construction Co., Inc. reported $22,986 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $720 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 0.021% to 0.016%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other construction employers. By assets it is the 469th-largest of 5,688 plans among Texas employers on file, and the 440th of 5,337 in construction.

Plan summary
Net assets, end of year$153,413,657
Participants with balances2,934
Active participants1,655
Employer contributions$1,191,434
Employee contributions—
Employer contribution per active participant$720
Average account balance$52,288
Benefits paid to participants$14,872,750
Plan auditUnmodified (clean) audit opinion
AuditorEEPB
Plan history3
Yearassets · accounts · employer contribution
2024$147.5M · 3,608 accts · $1.2M emplr
2023$153.4M · 2,934 accts · $1.2M emplr
2022$148.0M · 3,508 accts · $1.2M emplr
Employer contributions to the Williams Brothers Construction Co., Inc. plan · 2023
Employer contribution per active participant$720
Median for plans this size$3,659
2024$539 per active participant
2023$720 per active participant
2022$696 per active participant

Williams Brothers Construction Co., Inc.'s 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
CHARLES SCHWAB & CO. · Investment advisory (plan)$22,939

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$24,762 · 0.02%
2023$22,986 · 0.02%
2022$31,786 · 0.02%
Same employer
Similar plansConstruction · Texas
Hcbeck, LTD. TX$189.9M · 0.17%
Webber, LLC. TX$189.3M · 0.19%
Meriton, LLC TX$168.4M · 0.16%
Service Experts LLC TX$151.8M · 0.23%
South Central Annuity Fund TX$141.5M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741223844 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.