The Wills Group, Inc. 401(k) Plan: Login, Facts & Contact Information

The Wills Group, Inc. 401(k) Plan Facts

Plan name
H.S. SWANN, JAMES W. WILLS, JR. EMPLOYEES' VALUE SHARING OPPORTUNITY PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE WILLS GROUP, INC.
Participants
1,043 (758 active employees)
Former employees with a balance
372
Plan assets
$45,824,889 at Dec 31, 2024
Average account balance
$42,588 across 1,076 accounts
Employer contributions
$2,416,041 in plan year 2024 (56% of all contributions)
Recordkeeper
T Rowe Price Rps Inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 11, 1953
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.32 million went into the plan in contributions, $2.42 million of it from the employer (56%).
  • $5.95 million was paid out to participants.
  • Investment and other income added $5.64 million.
  • Administrative expenses were $44,248, about $41 per account.

How the The Wills Group, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019602$29.0 million$1.70 million$5.58 million
2020662$32.5 million$2.39 million$4.48 million
2021634$38.8 million$3.22 million$2.97 million
2022716$36.4 million$3.62 million$2.75 million
2023844$42.0 million$4.81 million$7.17 million
20241,043$45.8 million$2.42 million$5.95 million

The Wills Group, Inc. 401(k) Contact Information

Phone
301-932-3724
Mailing address
102 CENTENNIAL STREET, LA PLATA MD 20646
Plan sponsor
THE WILLS GROUP, INC.
Employer identification number (EIN)
52-1461039
Plan number
007

Questions about the The Wills Group, Inc. 401(k)

Does The Wills Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.42 million, 56% of all contributions.

Does the The Wills Group, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Wills Group, Inc 401(k) plan?

1,043 participants at the start of plan year 2024, 758 of them active employees, and 372 former employees who still had money in the plan.

What is the average 401(k) balance at The Wills Group, Inc?

About $42,588 per account: $45.8 million in plan assets across 1,076 accounts with a balance at the end of plan year 2024.

Who manages the The Wills Group, Inc 401(k) accounts?

T. Rowe Price (listed on the filing as T ROWE PRICE RPS INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Wills Group, Inc. How do I access my 401(k)?

Your account stays with T. Rowe Price 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.

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