Plan Snapshot
- Plan Sponsor: The Will Group, INC.
- Sponsor EIN: 203068978
- Sponsor Address: 401 S. CARLTON AVENUE, WHEATON, IL, 60187
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 146
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 146 | $12.5M | $0 | $0 |
| 2024 | 104 | $12.9M | $235,851 | $579,672 |
| 2023 | 123 | $11.1M | $0 | $425,777 |
| 2022 | 94 | $7.5M | $248,055 | $308,498 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HIGHTOWER TRUST COMPANY OF ILLINOIS | Other Service Provider | $63,386 | — | $63,386 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,386
- Estimated Expense Ratio: 0.509% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $3,978,081 | — | $6,649 | — | — |
| 2024 | $66,034 | — | — | — | — |
| 2023 | $459,542 | — | — | — | — |
| 2022 | $604,549 | — | — | — | — |