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Original filing (PDF)20250929165158NAL0012452768001
THE WILL GROUP, INC.
Form 5500
FILING_RECEIVED
THE WILL GROUP PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
104
Accounts w/ balance
127
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 77% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WILL GROUP, INC..
Plan sponsor
Name
THE WILL GROUP, INC.
EIN
20-3068978
Address
401 S. CARLTON AVENUE · WHEATON, IL · 60187
Phone
(630) 462-0230
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
SELDEN FOX, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUST COMPANY OF ILLINOIS | 36-3880930 | — | SERVICE PROVIDER | $66K | — |
Investments
37 direct securities· $12.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Developed Markets Index Adm 88,723.540 Shares | — | — | $89K | $1.4M | 10.6% | |
| Vanguard Target Retirement 2030 Fund 35,180.949 Shares | — | — | $35K | $1.3M | 10.4% | |
| Fidelity Advisor® Equity Growth Z 39,700.253 Shares | — | — | $40K | $943K | 7.3% | |
| Vanguard Dividend Growth 24,162.579 Shares | — | — | $24K | $875K | 6.8% | |
| Vanguard Target Retirement 2045 Fund 28,028.179 Shares | — | — | $28K | $832K | 6.5% | |
| Smead Value Fund Class I1 10,520.370 Shares | — | — | $11K | $831K | 6.5% | |
| GQG Partners Emerging Mkts Eq Inst 41,753.704 Shares | — | — | $42K | $691K | 5.4% | |
| Fuller & Thaler Behavioral Sm-Cp Eq Inst 14,874.151 Shares | — | — | $15K | $669K | 5.2% | |
| Vanguard PRIMECAP Fund Admiral Shares 3,947.609 Shares | — | — | $4K | $657K | 5.1% | |
| Vanguard 500 Index Fund-Admiral 1,043.073 Shares | — | — | $1K | $566K | 4.4% | |
| Vanguard Target Retirement 2040 Fund 8,859.285 Shares | — | — | $9K | $383K | 3.0% | |
| Hood River Small Cap Gr Instl 4,902.136 Shares | — | — | $5K | $365K | 2.8% | |
| Vanguard Mid Cap Index-Admiral 1,106.061 Shares | — | — | $1K | $362K | 2.8% | |
| Dodge & Cox Stock 1,292.476 Shares | — | — | $1K | $332K | 2.6% | |
| T. Rowe Price Science & Technology Adv 5,936.724 Shares | — | — | $6K | $302K | 2.3% | |
| WCM Focused International Grwth Inst 13,384.312 Shares | — | — | $13K | $291K | 2.3% | |
| Vanguard Target Retirement 2035 Fund 12,114.650 Shares | — | — | $12K | $291K | 2.3% | |
| Vanguard Small Cap Index Admiral 2,378.328 Shares | — | — | $2K | $274K | 2.1% | |
| Goldman Sachs Financial Sq Gov Instl 240,919.550 Shares | — | — | $241K | $241K | 1.9% | |
| Vanguard Target Retirement 2050 Fund 2,794.205 Shares | — | — | $3K | $139K | 1.1% | |
| Vanguard Emerging Mkts Stock Idx Adm 3,749.485 Shares | — | — | $4K | $138K | 1.1% | |
| Lazard Global Listed Infrast Inst 7,708.504 Shares | — | — | $8K | $120K | 0.9% | |
| Dodge & Cox Income Fund 8,848.102 Shares | — | — | $9K | $110K | 0.9% | |
| Vanguard REIT Index Adm 783.519 Shares | — | — | — | $99K | 0.8% | |
| BlackRock Strategic Income Opps Instl 10,297.122 Shares | — | — | $10K | $98K | 0.8% | |
| Vanguard Target Retirement 2055 Fund 1,564.503 Shares | — | — | $2K | $87K | 0.7% | |
| Vanguard Target Retirement 2060 Fund 1,353.542 Shares | — | — | $1K | $69K | 0.5% | |
| Vanguard Target Retirement 2025 Fund 2,303.616 Shares | — | — | $2K | $43K | 0.3% | |
| Vanguard Target Retirement 2065 Fund 1,146.251 Shares | — | — | $1K | $39K | 0.3% | |
| Vanguard High Yield Corporate Admiral 4,284.762 Shares | — | — | $4K | $23K | 0.2% | |
| Vanguard Total Intl Stock Index Admiral 371.464 Shares | — | — | — | $12K | <0.1% | |
| Vanguard Wellington-Admiral 152.476 Shares | — | — | — | $11K | <0.1% | |
| Morgan Stanley Instl Emerging Mkts I 457.110 Shares | — | — | — | $7K | <0.1% | |
| North Square Altrinsic International Eq 574.169 Shares | — | — | — | $6K | <0.1% | |
| American Funds New Perspective R5 88.953 Shares | — | — | — | $6K | <0.1% | |
| Allspring Special Mid Cap Value Fund I 84.604 Shares | — | — | — | $4K | <0.1% | |
| Pimco Short Term Instl 274.228 Shares | — | — | — | $3K | <0.1% |
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