Assets by plan
Share of aggregate retirement assets
Filings through .
Willcox & Savage, P.C.
EIN 54-0976999law practiceLatest filing 2025
Plans
3
Retirement
2
$98.3M assets
Health & Benefits
1
$1.9M premiums
Participants
298
440 MONTICELLO AVENUE, SUITE 2200 - NORFOLK, VA 23510757-628-5500willcoxsavage.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $98.3M assets / 180 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 213 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.8M
- Health$1.5M
- Prescription drug$1.5M
- Life$237K
- Short-term disability$237K
- Long-term disability$237K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WILLCOX & SAVAGE, P.C. PROFIT-SHARING RETIREMENT PLAN
401(k)
Assets$93.0M
Participants137
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WILLCOX & SAVAGE, P.C. ASSOCIATES 401(K) PLAN
401(k)
Assets$5.3M
Participants43
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
WILLCOX & SAVAGE P.C. HEALTH AND WELFARE PLAN/FLEXIBLE BENEFITS PLAN
Fully insured - SHIC PPO
Premiums$1.9M
Covered lives213
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WILLCOX & SAVAGE, P.C. PROFIT-SHARING RETIREMENT PLAN | 401(k) | $93.0M | 137 | 2025 |
| #002 | WILLCOX & SAVAGE, P.C. ASSOCIATES 401(K) PLAN | 401(k) | $5.3M | 43 | 2025 |
- #001 · 401(k) · 2025137
- #002 · 401(k) · 202543
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | WILLCOX & SAVAGE P.C. HEALTH AND WELFARE PLAN/FLEXIBLE BENEFITS PLAN | Fully insured | SHIC PPO | $1.9M | 213 | 2025 |
- #503 · Fully insured · SHIC PPO · 2025213
Retirement plans
Health & Benefits plans