Plan Ledger DOL Form 5500 · updated monthly

Williams Homes, Inc.401(k)

WILLIAMS HOMES INC. 401(K) PLAN · SANTA CLARITA, CA · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Williams Homes, Inc. reported $68,359 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $3,328 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 1.01% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (5,440th of 9,483), and 3,090th of 5,337 in construction. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has grown from 150 to 174 since 2022.

Plan summary
Net assets, end of year$10,048,132
Participants with balances180
Active participants174
Employer contributions$579,038
Employee contributions$1,095,400
Employer contribution per active participant$3,328
Average account balance$55,823
Benefits paid to participants$1,412,254
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 180 accts · $579K emplr
2023$8.3M · 188 accts · $556K emplr
2022$6.3M · 139 accts · $529K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,359
Total administrative$68,359
The Williams Homes, Inc. 401(k) match · 2024
Employer contribution per active participant$3,328
Median for plans this size$1,313
2024$3,328 per active participant
2023$3,371 per active participant
2022$3,523 per active participant

Williams Homes, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20244
LONGEVITY CAPITAL MANAGEMENT LLC · Investment advisory (plan)$31,199
PENTEGRA SERVICES INC · Contract administrator$16,034
LPL FINANCIAL$4,694

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$68,359 · 0.74%
2023$64,208 · 0.88%
2022$63,494 · 1.01%
Same employer
Similar plansConstruction · California
The Towbes Group, Inc. CA$10.5M · 0.64%
Lord & Sons, Inc. CA$9.9M · 0.24%
Legacy Builders, Inc. CA$9.6M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954615050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.