H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan
Sponsored by The Wills Group, Inc. · EIN 521461039 · Plan #007
- Total assets
- $45.8M
- Net assets
- $45.8M
- Active participants
- 758
- With balances
- 1,076
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $22,927 |
| Rbc Capital Markets Llc | Consulting (general), Direct payment from the plan | $20,000 |