Retirement plan

WILLIAMSMARSTON LLC RETIREMENT PLAN

Name: WILLIAMSMARSTON LLC - WILLIAMSMARSTON LLC RETIREMENT PLAN (2025) Form 5500
Creator: WILLIAMSMARSTON LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAMSMARSTON LLC RETIREMENT PLAN, WILLIAMSMARSTON LLC

WILLIAMSMARSTON LLCEIN 46-4311251Plan #001PY 2025

1 WASHINGTON MALL, FLOOR 9 - BOSTON, MA 02108617-982-6699williamsmarston.comLinkedIn201-500 employeesmanagement consulting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$34.5M

+36.9% from 2024

Total participants

319

-0.6% from 2024

Average account balance

$116,186

+45.2% from 2024

Annual return

28.88%

+9.27 pp from 2024

Benchmarks

See 852 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort852 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$34.51M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$116K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

297

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

90.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+28.88%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$241

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 27 PO BOX 952032 · ST. LOUIS, MO 63195	Advisory (Plan)	$63,129
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930	Recordkeeping	$14,610

Plan features & details

Pension benefit codes2E3D2G2J2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$71K

$311 / participant

Other / not subdivided$71K100.0%

% of EOY assets

0.207%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CARON & BLETZER, PLLC
Auditor EIN: 043499945
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$116,186

$75,058+54.8%

$152,301-23.7%

$64,340+80.6%

Participation rate

90.4%

60.9%+29.5pp

82.4%+8.0pp

55.2%+35.2pp

Annual return

28.88%

29.93%-1.0pp

80.50%-51.6pp

24.14%+4.7pp

Employer contribution / active EE

$5,614

$2,605+115.5%

$4,624+21.4%

$1,862+201.6%

Participant deferral / active EE

$13,858

$5,041+174.9%

$8,004+73.1%

$2,980+365.0%

Admin fee / account holder

$241

$4,050-94.1%

$14,398-98.3%

$3,703-93.5%

Provider

Service type

Compensation

CREATIVE PLANNING LLC3 years

Filed as: CREATIVE PLANNING

Service code 27

PO BOX 952032 · ST. LOUIS, MO 63195

Advisory (Plan)

$63,129

THE VANGUARD GROUP, INC.1 year

Filed as: THE VANGUARD GROUP

Service code 15 · EIN 23-1945930

Recordkeeping

$14,610

WILLIAMSMARSTON LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLIAMSMARSTON LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion