Williams Bros. Healthcare Pharmacy 401(k) match, vesting and fees
What Williams Bros. Healthcare Pharmacy's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Retirement Plan Servic | Schedule C ↗ |
| Independent auditor | Katz Sapper & Miller LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,139 defined-contribution plans in retail trade with 100 to 499 participants.
| Williams Bros. Healthcare Pharmacy: employer contribution per participant | $2,267 | |
| Peer median | $1,216 |
| Williams Bros. Healthcare Pharmacy: average balance | $49,034 | |
| Peer median | $50,600 |
| Williams Bros. Healthcare Pharmacy: admin expenses ÷ assets | 0.60% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $17.7M at the end of plan year 2023 to $21.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 804 | $21.6M | $997K | $2,267 | 0.60% | Not published | Form 5500 ↗ |
| 2023 | 686 | $17.7M | $808K | $2,072 | 0.59% | Not published | Form 5500 ↗ |
Common questions
Does Williams Bros. Healthcare Pharmacy match 401(k) contributions?
The match terms for the Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $997K in employer contributions, about $2,267 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Williams Bros. Healthcare Pharmacy 401(k) match vested?
The vesting schedule for the Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Williams Bros. Healthcare Pharmacy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Retirement Plan Servic. The plan administrator is Williams Bros. Healthcare Pharmacy, Inc..
I left Williams Bros. Healthcare Pharmacy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Williams Bros. Healthcare Pharmacy, Inc., (812) 254-2497) or the recordkeeper, John Hancock Retirement Plan Servic. The Williams Bros. Healthcare Pharmacy old 401(k) page lists the contacts from every plan filing. Find an old Williams Bros. Healthcare Pharmacy 401(k)
Data from the public Form 5500 annual reports Williams Bros. Healthcare Pharmacy filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Williams Bros. Healthcare Pharmacy. Not financial advice. Report a correction · Methodology