How big is The WILL Group's plan?

The WILL Group's plan reported $395K in assets and 18 participants for 2025.

Original filing (PDF)20260429104140NAL0023744418001

The WILL Group

Name: The WILL Group — The WILL Group 401(k) Plan, Form 5500 (2025)
Creator: The WILL Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The WILL Group 401(k) Plan

401(k) retirement plan · The WILL Group's The WILL Group 401(k) Plan held $395K in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$395K

Net assets (EOY)

$395K

People on this filing

Jared Porter signed The WILL Group's 2025 Form 5500 as plan administrator.

Jared Porter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The WILL Group's EIN is 81-3505243.

EIN 81-3505243

Plan number 001

Plan year 2025

ACK ID 20260429104140NAL0023744418001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The WILL Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The WILL Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WILL GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score