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  2. Wills Financial Group, LLC

Filings through Oct 24, 2026.

Wills Financial Group, LLC

EIN 54-1928644-investment banking-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Health & Benefits
0
Participants
5
704 LIBBIE AVE. - RICHMOND, VA 23226804-330-3100willsfg.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
1 filing
#001401(k)-$1.4M - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WILLS FINANCIAL GROUP, INC. 401(K) PLAN

401(k)

Assets$1.4M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WILLS FINANCIAL GROUP, INC. 401(K) PLAN401(k)$1.4M52025
  • WILLS FINANCIAL GROUP, INC. 401(K) PLAN$1.4M
    #001 · 401(k) · 20255
Retirement plans
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