Employers › Williams-sonoma
Recordkeeping fees per participant · Williams-sonoma, Inc. 401(k) Plan · plan year 2024
$43.26
Higher than 40% of the 1,697 plans $250M to 1B that report it.
= $529,504 / 12,240
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251027134349NAL0009724704001, received 2025-10-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251027134349NAL0009724704001, received 2025-10-27
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-27.
Administrative expenses excluding investment management, per participant
$43.26
Higher than 25% of the 2,324 plans $250M to 1B that report it.
= $529,504 / 12,240
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251027134349NAL0009724704001, received 2025-10-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251027134349NAL0009724704001, received 2025-10-27
Administrative expenses per participant
$48.48
Higher than 19% of the 2,405 plans $250M to 1B that report it.
= $593,437 / 12,240
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251027134349NAL0009724704001, received 2025-10-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251027134349NAL0009724704001, received 2025-10-27
Administrative expenses as a share of assets
0.074%
Higher than 51% of the 2,407 plans $250M to 1B that report it.
= $593,437 / $797,621,827
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251027134349NAL0009724704001, received 2025-10-27
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251027134349NAL0009724704001, received 2025-10-27
Employer contributions per participant
$859
Higher than 6% of the 2,457 plans $250M to 1B that report it.
= $10,512,077 / 12,240
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251027134349NAL0009724704001, received 2025-10-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251027134349NAL0009724704001, received 2025-10-27
Employer share of total contributions
20.9%
Higher than 18% of the 2,459 plans $250M to 1B that report it.
= $10,512,077 / $50,417,315
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251027134349NAL0009724704001, received 2025-10-27
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251027134349NAL0009724704001, received 2025-10-27
Employer match
“The Company’s matching contribution is equal to 50% of each participant’s eligible salary deferral contribution each pay period, taking into account only those contributions that do not exceed 6% of the participant’s eligible pay.”
Form 11-K filed 2026-06-26, for the year ended 2025-12-31 · plan description note, contributions · source document
Vesting
“All matching contributions and any earnings attributable thereto become vested after one year of service.”
Form 11-K filed 2026-06-26, for the year ended 2025-12-31 · plan description note, vesting · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251027134349NAL0009724704001, received 2025-10-27
| Field | Value | Source |
|---|---|---|
| Plan sponsor | WILLIAMS-SONOMA, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Plan name | WILLIAMS-SONOMA, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Sponsor EIN / plan number | 94-2203880 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Sponsor location | SAN FRANCISCO, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Industry (business code) | 453990, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Filing received | 2025-10-27 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Participants, beginning of year | 22,994 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Active participants | 18,337 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Participants, end of year | 23,837 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Participants with an account balance | 12,240 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Total assets, beginning of year | $628,968,727 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Total assets, end of year | $797,621,827 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Net assets, end of year | $797,621,827 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Total income | $233,873,211 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Net income | $168,653,100 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Employer contributions | $10,512,077 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Participant contributions | $35,892,282 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Other contributions (incl. rollovers) | $4,012,956 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Total contributions | $50,417,315 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Benefit payments | $64,617,822 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Total expenses (incl. benefit payments) | $65,220,111 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Total administrative expenses | $593,437 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Recordkeeping fees | $529,504 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Investment advisory and management fees | $63,933 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Administrative expenses excluding investment management | $529,504 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Held in common/collective trusts | $394,391,463 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Held in mutual funds | $159,072,003 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251027134349NAL0009724704001, received 2025-10-27 |
| Independent auditor | CROWE, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251027134349NAL0009724704001, received 2025-10-27 |
Position = column in the DOL layout for form year 2024. Filing 20251027134349NAL0009724704001, received 2025-10-27.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $587,557 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 62 Float revenue; 71 Securities brokerage commissions and fees; 59 Shareholder servicing fees | $3,002 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251027134349NAL0009724704001, received 2025-10-27.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $628,968,727 | $797,621,827 | 26.8% |
| Participants with a balance | 11,035 | 12,240 | 10.9% |
| Administrative expenses | $520,206 | $593,437 | 14.1% |
| Recordkeeping fees per participant | $39.17 | $43.26 | 10.4% |
| Employer contributions | $12,096,384 | $10,512,077 | -13.1% |
Prior filing 20240717084959NAL0004151921002, received 2024-07-17; the plan years are contiguous.
Sponsor name as filed: WILLIAMS-SONOMA, INC.; SEC registrant: WILLIAMS SONOMA INC (CIK 719955, matched by EIN; display name from the Form 11-K cover).