Willard Associates' EIN is 58-1349933.
Download the official 2024 Form 5500 (PDF) for Willard Associates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Willard Associates' plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC. | 98-1090818 | — | NONE | $133K | — |
| AON CONSULTING, INC. | 22-2232264 | — | NONE | $38K | — |
| WINDHAM BRANNON, PC | 58-1763439 | — | NONE | $15K | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | DES MOINES, IA | NONE | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.1M | 96.3% | |
| LEGAL & GENERAL TREASURY 15+ STRIPS RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 021 | Common Collective Trust | — | — | $1.0M | 24.1% |
