Plan Ledger DOL Form 5500 · updated monthly

Williams Company Management Group401(k)

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP · MAITLAND, FL · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Williams Company Management Group reported $36,891 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $5,207 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 0.26% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,512th-largest of 3,644 plans among Florida employers on file, and 2,704th of 5,337 in construction. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,862,129
Participants with balances142
Active participants120
Employer contributions$624,821
Employee contributions$1,054,055
Employer contribution per active participant$5,207
Average account balance$90,578
Benefits paid to participants$2,497,774
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 142 accts · $625K emplr
2023$11.8M · 146 accts · $453K emplr
2022$11.0M · 139 accts · $391K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,911
Investment management$30,980
Total administrative$36,891
The Williams Company Management Group 401(k) match · 2024
Employer contribution per active participant$5,207
Median for plans this size$2,416
2024$5,207 per active participant
2023$3,908 per active participant
2022$3,434 per active participant

Williams Company Management Group'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 · 20243
NORTHWESTERN MUTUAL WEALTH MGMT · Investment advisory (plan)$30,980
BLUE RIDGE ESOP ASSOCIATES · Contract administrator$4,538
CAPITAL GROUP RETIREMENT PLAN SVCS$2,138

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$36,891 · 0.30%
2023$29,356 · 0.26%
2022$32,209 · 0.26%
Same employer
Similar plansConstruction · Florida
C. Davis Electric Co., Inc. FL$13.7M · 0.39%
Welbro Building Corporation FL$12.9M · 0.23%
Borrell Electric Co., Inc. FL$12.6M · 0.50%
Johnson-Davis Incorporated FL$12.3M · 0.09%
Cast-Crete USA, LLC FL$12.3M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050534693 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.