Plan Ledger DOL Form 5500 · updated monthly

Williams Plumbing, Heating & Utilities, Inc.401(k)

WILLIAMS COMPANIES 401(K) PLAN · BOZEMAN, MT · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Williams Plumbing, Heating & Utilities, Inc. reported $22,310 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,281 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 0.33% to 0.24%. 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 Montana (127th of 229), and 3,019th of 5,337 in construction. In 2024, employees put in $3.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,519,281
Participants with balances345
Active participants337
Employer contributions$431,660
Employee contributions$1,350,322
Employer contribution per active participant$1,281
Average account balance$30,491
Benefits paid to participants$970,709
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 345 accts · $432K emplr
2023$8.4M · 304 accts · $952K emplr
2022$5.5M · 266 accts · $838K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,310
Total administrative$22,310
The Williams Plumbing, Heating & Utilities, Inc. 401(k) match · 2024
Employer contribution per active participant$1,281
Median for plans this size$1,313
2024$1,281 per active participant
2023$2,758 per active participant
2022$2,516 per active participant

Williams Plumbing, Heating & Utilities, Inc.'s 2024 employer contribution ran below the $1,313 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.

Service providers · 20241
ASCENSUS$22,310

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$22,310 · 0.24%
2023$19,632 · 0.28%
2022$17,585 · 0.33%
Same employer
Similar plansConstruction · Montana
Sbc, Inc. MT$12.7M · 0.61%
Martel Construction, Inc. MT$12.1M · 0.64%
Franz Construction, Inc. MT$8.9M · 0.89%
Swank Enterprises Inc MT$5.9M · 1.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810422466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.