Bill Wilson Center 401(k) Plan: Login, Facts & Contact Information
Bill Wilson Center 401(k) Login
252 former Bill Wilson Center employees still have money in this plan.
We don't have a verified login link for this plan's recordkeeper (The Rose Financial Group Llc). Beagle can locate your account.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Bill Wilson Center 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Apr 15, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $927,834 went into the plan in contributions, $578,356 of it from the employer (62%).
- $1.63 million was paid out to participants.
- Investment and other income added $1.18 million.
- Administrative expenses were $65,429, about $166 per account.
How the Bill Wilson Center 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 337 | $6.62 million | $396,109 | $366,411 |
| 2020 | 419 | $8.64 million | $634,790 | $375,808 |
| 2021 | 413 | $7.62 million | $533,308 | $630,594 |
| 2022 | 446 | $8.80 million | $434,356 | $263,580 |
| 2023 | 477 | $10.1 million | $314,402 | $457,783 |
| 2024 | 569 | $10.5 million | $578,356 | $1.63 million |
Bill Wilson Center 401(k) Contact Information
Questions about the Bill Wilson Center 401(k)
Does Bill Wilson Center contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $578,356 in employer contributions for plan year 2024.
Does the Bill Wilson Center 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Bill Wilson Center 401(k) plan?
569 participants at the start of plan year 2024, 323 of them active employees, and 252 former employees who still had money in the plan.
What is the average 401(k) balance at Bill Wilson Center?
About $26,719 per account: $10.5 million in plan assets across 394 accounts with a balance at the end of plan year 2024.
Who manages the Bill Wilson Center 401(k) accounts?
THE ROSE FINANCIAL GROUP LLC is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Bill Wilson Center. How do I access my 401(k)?
Your account stays with THE ROSE FINANCIAL GROUP LLC after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.