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Original filing (PDF)20251015164522NAL0002768275001
WILLIAMS LEA LLC
Form 5500
FILING_RECEIVED
WILLIAMS LEA LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,172
Accounts w/ balance
1,845
Plan assets (EOY)
$164.9M
Net assets (EOY)
$164.9M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAMS LEA LLC.
Plan sponsor
Name
WILLIAMS LEA LLC
EIN
13-3160717
Address
1030 MAIN STREET · WHEELING, WV · 26003
Phone
(312) 681-6400
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
WILLIAMS LEA ADMINISTRATIVE COMMITTEE
EIN
13-3160717
City
CHICAGO, IL
Phone
(312) 681-6400
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MILLER COOPER & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES INC | 34-1753575 | — | NONE | $68K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $61K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $50K | — |
| MILLER COOPER & CO, LTD | 36-2897372 | — | NONE | $20K | — |
Investments
27 direct securities · 1 pooled fund· $164.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$156.0M
26 holdings
Common Collective Trust
$8.6M
1 holding
Mutual Funds
$290K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Institutional Index Fund Inst'l Shares | — | — | — | $29.3M | 17.8% | |
| The Vanguard Group PRIMECAP Fund | — | — | — | $20.2M | 12.3% | |
| The Vanguard Group Extended Market Index | — | — | — | $17.6M | 10.7% | |
| The Vanguard Group Total Bond Market Index Fund | — | — | — | $13.0M | 7.9% | |
| The Vanguard Group Wellington Fund | — | — | — | $10.2M | 6.2% | |
| The Vanguard Group Target Retirement 2030 Fund | — | — | — | $8.8M | 5.3% | |
| VFTC RET SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $8.6M | 5.2% | |
| The Vanguard Group Target Retirement 2040 Fund | — | — | — | $8.5M | 5.2% | |
| The Vanguard Group Target Retirement 2035 Fund | — | — | — | $7.1M | 4.3% | |
| The Vanguard Group Total International Stock Index | — | — | — | $6.9M | 4.2% | |
| The Vanguard Group Target Retirement 2045 Fund | — | — | — | $6.5M | 4.0% | |
| The Vanguard Group International Growth Fund | — | — | — | $6.4M | 3.9% | |
| The Vanguard Group Target Retirement 2050 Fund | — | — | — | $3.9M | 2.4% | |
| The Vanguard Group Target Retirement 2025 Fund | — | — | — | $3.7M | 2.2% | |
| The Vanguard Group Target Retirement 2055 Fund | — | — | — | $2.9M | 1.7% | |
| Participant loans Interest ranging from 4.25% to 9.50% - | — | — | — | $2.4M | 1.5% | |
| The Vanguard Group Target Retirement 2020 Fund | — | — | — | $2.3M | 1.4% | |
| The Vanguard Group Target Retirement Income Fund | — | — | — | $1.9M | 1.1% | |
| The Vanguard Group Target Retirement 2060 Fund | — | — | — | $1.8M | 1.1% | |
| Dodge & Cox Stock Fund | — | — | — | $1.7M | 1.0% | |
| The Vanguard Group Target Retirement 2065 Fund | — | — | — | $484K | 0.3% | |
| s (held by Vanguard Fiduciary Trust Company) Alliance Bernstein Large Cap Growth Fund | Mutual Funds | — | — | $290K | 0.2% | |
| The Vanguard Group Cash Reserve Federal MM Fund | — | — | — | $250K | 0.2% | |
| The Vanguard Group Target Retirement 2070 Fund | — | — | — | $85K | <0.1% | |
| Metropolitan West Total Return Bond Fund | — | — | — | $34K | <0.1% | |
| Loomis Sayles Small Cap Growth Fund | — | — | — | $24K | <0.1% | |
| Dimensional Fund Advisors US Small Cap Value Portfolios Inst'l | — | — | — | $23K | <0.1% | |
| Dodge & Cox International Stock Fund | — | — | — | $11K | <0.1% |