Plan Ledger DOL Form 5500 · updated monthly

Williamsburg Management Company, Inc.401(k)

401(K) PLAN FOR THE EMPLOYEES OF WILLIAMSBURG MANAGEMENT CO., INC. · COVINGTON, LA · plan year 2022

Reported admin expense ratio · 2022
1.28%

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

Williamsburg Management Company, Inc. reported $33,972 in plan administrative expenses for 2022: 1.28% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,044 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Louisiana (724th of 884), and 1,777th of 2,096 in real estate & leasing. In 2022, employees put in $2.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,570,130
Participants with balances76
Active participants83
Employer contributions$86,652
Employee contributions$203,484
Employer contribution per active participant$1,044
Average account balance$33,818
Benefits paid to participants$261,179
Plan auditUnmodified (clean) audit opinion
AuditorLAPORTE CPAS & BUSINESS ADVISORS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,781
Investment management$16,872
Professional / advisory$1,319
Total administrative$33,972
The Williamsburg Management Company, Inc. 401(k) match · 2022
Employer contribution per active participant$1,044
Median for plans this size$1,114

Williamsburg Management Company, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$33,972 · 1.28%
Similar plansReal Estate & Leasing · Louisiana
Trend Services, Inc. LA$3.7M · 0.67%
Kfk Group, Inc. LA$2.0M · 1.70%
Sunquest Properties, Inc LA$125K · 1.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 721203377 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.