Plan Ledger DOL Form 5500 · updated monthly

The Will Group, Inc.401(k)

THE WILL GROUP PROFIT SHARING PLAN · WHEATON, IL · plan year 2024

Reported admin expense ratio · 2024
0.55%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

The Will Group, Inc. reported $66,034 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,268 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.55% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Illinois (2,146th of 3,702), and 2,584th of 4,246 in wholesale trade. In 2024, employees put in $2.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,860,708
Participants with balances127
Active participants104
Employer contributions$235,851
Employee contributions$579,672
Employer contribution per active participant$2,268
Average account balance$101,265
Benefits paid to participants$476,584
Plan auditUnmodified (clean) audit opinion
AuditorSELDEN FOX, LTD.
Plan history2
Yearassets · accounts · employer contribution
2025$12.5M · 142 accts · $647K emplr
2024$12.9M · 127 accts · $236K emplr
The The Will Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,268
Median for plans this size$2,416
2025$5,257 per active participant
2024$2,268 per active participant

The Will Group, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TRUST COMPANY OF ILLINOIS · Trustee · Loan processing$66,034

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2025$63,385 · 0.50%
2024$66,034 · 0.55%
Same employer
Similar plansWholesale Trade · Illinois
Capitol Group, Inc. IL$13.6M · 0.70%
McCann Industries, Inc. IL$13.1M · 0.67%
Roevolution 226, LLC IL$13.0M · 0.05%
Hughes Enterprises, Inc. IL$12.6M · 0.03%
Phusion Projects, LLC IL$12.4M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203068978 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.