The Wills Group, Inc.401(k)
H. S. SWANN, JAMES W. WILLS, JR. EMPLOYEES' VALUE SHARING OPPORTUNITY PLAN · LA PLATA, MD · plan year 2024
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
The Wills Group, Inc. reported $44,248 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,187 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 2 years on file its reported administrative ratio fell from 0.13% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 352nd-largest of 1,671 plans among Maryland employers on file, and the 699th of 5,215 in retail trade. In 2024, the employer put in $1.33 for every $1.00 employees contributed themselves; active participation has grown from 470 to 758 since 2022.
The Wills Group, Inc.'s 2024 employer contribution ran above 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 521461039 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.