Original filing (PDF)20250523064233NAL0003175329001

WILLS MANAGEMENT TEXAS, LLC

Name: WILLS MANAGEMENT TEXAS, LLC — WILLS INVESTMENTS 401(K) PLAN, Form 5500 (2024)
Creator: WILLS MANAGEMENT TEXAS, LLC

Form 5500-SF

FILING_RECEIVED

WILLS INVESTMENTS 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

126

Accounts w/ balance

Plan assets (EOY)

$781

Net assets (EOY)

$781

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLS MANAGEMENT TEXAS, LLC.

Plan sponsor

Name

WILLS MANAGEMENT TEXAS, LLC

EIN

82-2134888

Address

870 INTERNATIONAL PARKWAY · STE 100 · FLOWER MOUND, TX · 75022

Phone

(972) 576-7297

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

2025-05-23

Pension benefit codes

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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