Williams, Parker, Harrison, Dietz & Getzen, PLLC401(k)
WILLIAMS PARKER EMPLOYEE SAVINGS PLAN · SARASOTA, FL · plan year 2024
Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works
Williams, Parker, Harrison, Dietz & Getzen, PLLC reported $99,597 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $1,940 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 3 years on file its reported administrative ratio has held roughly steady near 0.18%. 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 479th-largest of 3,644 plans among Florida employers on file, and the 2,437th of 11,654 in professional & technical services. In 2024, employees put in $6.91 for every $1.00 the employer contributed; active participation has shrunk from 115 to 100 since 2022.
Williams, Parker, Harrison, Dietz & Getzen, PLLC's 2024 employer contribution ran below the $3,635 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 202953387 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.