Williams Lea 401(k) match, vesting and fees
What Williams Lea'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Miller Cooper & Co., Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 277 defined-contribution plans in administrative, support and waste management services with 1,000 to 4,999 participants.
| Williams Lea: employer contribution per participant | $1,316 | |
| Peer median | $1,484 |
| Williams Lea: average balance | $89,353 | |
| Peer median | $40,329 |
| Williams Lea: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.34% |
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 $163M at the end of plan year 2021 to $165M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,925 | $165M | $2.4M | $1,316 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 1,974 | $152M | $2.2M | $1,161 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 2,027 | $132M | $2.1M | $1,073 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 2,629 | $163M | $2.9M | $1,292 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Williams Lea match 401(k) contributions?
The match terms for the Williams Lea LLC 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $2.4M in employer contributions, about $1,316 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Williams Lea 401(k) match vested?
The vesting schedule for the Williams Lea LLC 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Williams Lea 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Williams Lea Administrative Committee.
I left Williams Lea. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Williams Lea Administrative Committee, (312) 681-6400) or the recordkeeper, The Vanguard Group, Inc.. The Williams Lea old 401(k) page lists the contacts from every plan filing. Find an old Williams Lea 401(k)
Data from the public Form 5500 annual reports Williams Lea filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Lea. Not financial advice. Report a correction · Methodology