What public Form 5500 filings show about the The Wills Group, Inc. 401(k) plan — and how to find and check your own account.
The Wills Group, Inc. (EIN 52-1461039) reports H.S. SWANN, JAMES W. WILLS, JR. EMPLOYEES' VALUE SHARING OPPORTUNITY PLAN on its most recent Form 5500, with $45.8M in plan assets across 758 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full The Wills Group, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Wills Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RBC CAPITAL MARKETS, PRINCIPAL GLOBAL INVESTORS, CLIFTONLARSONALLEN LLP, PRINCIPAL LIFE INSURANCE.
