Walter Claus signed The WILL Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The WILL Group, Inc.'s EIN is 20-3068978.
Download the official 2024 Form 5500 (PDF) for The WILL Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The WILL Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUST COMPANY OF ILLINOIS | 36-3880930 | — | SERVICE PROVIDER | $66K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Developed Markets Index Adm 88,723.540 Shares | Mutual Funds | — | $89K | $1.4M | 10.6% | |
| Vanguard Target Retirement 2030 Fund 35,180.949 Shares | Mutual Funds | — | $35K | $1.3M | 10.4% | |
| Fidelity Advisor® Equity Growth Z 39,700.253 Shares | Mutual Funds | — | $40K | $943K | 7.3% | |
| Vanguard Dividend Growth 24,162.579 Shares | Mutual Funds | — | $24K | $875K | 6.8% | |
| Vanguard Target Retirement 2045 Fund 28,028.179 Shares | Mutual Funds | — | $28K | $832K | 6.5% | |
| Smead Value Fund Class I1 10,520.370 Shares | Other securities | — | $11K | $831K | 6.5% | |
| GQG Partners Emerging Mkts Eq Inst 41,753.704 Shares | Other securities | — | $42K | $691K | 5.4% | |
| Fuller & Thaler Behavioral Sm-Cp Eq Inst 14,874.151 Shares | Other securities | — | $15K | $669K | 5.2% | |
| Vanguard PRIMECAP Fund Admiral Shares 3,947.609 Shares | Mutual Funds | — | $4K | $657K | 5.1% | |
| Vanguard 500 Index Fund-Admiral 1,043.073 Shares | Common Collective Trusts | — | $1K | $566K | 4.4% | |
| Vanguard Target Retirement 2040 Fund 8,859.285 Shares | Mutual Funds | — | $9K | $383K | 3.0% | |
| Hood River Small Cap Gr Instl 4,902.136 Shares | Other securities | — | $5K | $365K | 2.8% | |
| Vanguard Mid Cap Index-Admiral 1,106.061 Shares | Mutual Funds | — | $1K | $362K | 2.8% | |
| Dodge & Cox Stock 1,292.476 Shares | Mutual Funds | — | $1K | $332K | 2.6% | |
| T. Rowe Price Science & Technology Adv 5,936.724 Shares | Other securities | — | $6K | $302K | 2.3% | |
| WCM Focused International Grwth Inst 13,384.312 Shares | Other securities | — | $13K | $291K | 2.3% | |
| Vanguard Target Retirement 2035 Fund 12,114.650 Shares | Mutual Funds | — | $12K | $291K | 2.3% | |
| Vanguard Small Cap Index Admiral 2,378.328 Shares | Mutual Funds | — | $2K | $274K | 2.1% | |
| Goldman Sachs Financial Sq Gov Instl 240,919.550 Shares | Other securities | — | $241K | $241K | 1.9% | |
| Vanguard Target Retirement 2050 Fund 2,794.205 Shares | Mutual Funds | — | $3K | $139K | 1.1% | |
| Vanguard Emerging Mkts Stock Idx Adm 3,749.485 Shares | Common Collective Trusts | — | $4K | $138K | 1.1% | |
| Lazard Global Listed Infrast Inst 7,708.504 Shares | Other securities | — | $8K | $120K | 0.9% | |
| Dodge & Cox Income Fund 8,848.102 Shares | Mutual Funds | — | $9K | $110K | 0.9% | |
| Vanguard REIT Index Adm 783.519 Shares | Mutual Funds | — | — | $99K | 0.8% | |
| BlackRock Strategic Income Opps Instl 10,297.122 Shares | Mutual Funds | — | $10K | $98K | 0.8% | |
| Vanguard Target Retirement 2055 Fund 1,564.503 Shares | Mutual Funds | — | $2K | $87K | 0.7% | |
| Vanguard Target Retirement 2060 Fund 1,353.542 Shares | Mutual Funds | — | $1K | $69K | 0.5% | |
| Vanguard Target Retirement 2025 Fund 2,303.616 Shares | Mutual Funds | — | $2K | $43K | 0.3% | |
| Vanguard Target Retirement 2065 Fund 1,146.251 Shares | Mutual Funds | — | $1K | $39K | 0.3% | |
| Vanguard High Yield Corporate Admiral 4,284.762 Shares | Mutual Funds | — | $4K | $23K | 0.2% | |
| Vanguard Total Intl Stock Index Admiral 371.464 Shares | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard Wellington-Admiral 152.476 Shares | Mutual Funds | — | — | $11K | <0.1% | |
| Morgan Stanley Instl Emerging Mkts I 457.110 Shares | Other securities | — | — | $7K | <0.1% | |
| North Square Altrinsic International Eq 574.169 Shares | Other securities | — | — | $6K | <0.1% | |
| American Funds New Perspective R5 88.953 Shares | Mutual Funds | — | — | $6K | <0.1% | |
| Allspring Special Mid Cap Value Fund I 84.604 Shares | Other securities | — | — | $4K | <0.1% | |
| Pimco Short Term Instl 274.228 Shares | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
