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Original filing (PDF)20251008131144NAL0005591665001
WILLARD ASSOCIATES
Form 5500
FILING_RECEIVED
THE WILLARD INTER-CONTINENTAL HOTEL RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
100% in single holding~469 bps in Sched C fees
Active participants
21
Accounts w/ balance
—
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "[DFE: LEGAL & GENERAL TREASURY 15+ STRIPS CIT FUND (extraction pending)]" is 100% of plan.
- 469 bps in Schedule C fees — 802% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLARD ASSOCIATES.
Plan sponsor
Name
WILLARD ASSOCIATES
EIN
58-1349933
Address
1700 PENNSYLVANIA AVENUE · WASHINGTON, DC · 20006
Phone
(607) 742-5596
Industry
Accommodation & Food Servicessee all
Plan administrator
Name
PENSION AND BENEFIT COMMITTEE INTERCONTINENTAL HOTELS GROUP
EIN
58-2283470
City
ATLANTA, GA
Phone
(770) 604-2077
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| 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 | — |
Investments
1 pooled fund· $1.0M(24% of reported assets)
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LEGAL & GENERAL TREASURY 15+ STRIPS RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 021 | Common Collective Trust | — | — | $1.0M | 24.1% |
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