# The Will Group, INC. DC Plan
Source: https://planprovider.pro/companies/the-will-group-inc-plan

> The Will Group, INC.'s DC plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Will Group, INC.

- **Sponsor EIN:** 203068978

- **Sponsor Address:** 401 S. CARLTON AVENUE, WHEATON, IL, 60187

- **Plan Type:** DC

- **Total Participants:** 104

- **Total Assets:** $12.9M

## 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.|

| 2024|104|$12.9M|$235,851|$579,672|

| 2023|132|$11.1M|$0|$425,777|

| 2022|83|$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|

| SELDEN FOX, LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SELDEN FOX, LTD.](https://planprovider.pro/provider/selden-fox-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|

| 2024|$66,034|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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