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Willig, Williams & Davidson

Matched across 6 name variants in the filings

Willig, Williams & Davidson summary

Willig, Williams & Davidson appears on 23 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $11.5B in assets for 125,356 participants. The median client plan holds $111M. Most client plans are sponsored in PA, IL and NJ. The largest clients by plan assets are Trustees of I.B. of T. Union Local 710 Pension Fund, Central Pennsylvania Teamsters Pension Fund, Trustees and UFCW Union & Participating Food Industry Employers Tri-State Pension F. Plans reported $845K in direct and indirect compensation paid to Willig, Williams & Davidson. The median is $22K per plan.

Participants
125,356
Median plan assets
$111M
Median plan participants
2,305
Median fees per plan
$22K
Schedule C direct + indirect

Top 23 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Trustees of I.B. of T. Union Local 710 Pension FundIL$5.0B21,316
Central Pennsylvania Teamsters Pension Fund, Trustees, plan 001PA$1.6B24,970
UFCW Union & Participating Food Industry Employers Tri-State Pension FPA$896M27,068
Central Pennsylvania Teamsters Pension Fund, Trustees, plan 009PA$790M7,791
Board of Trustees of Teamsters Local Union No. 727 Pension PlanIL$607M6,526
Board of Trustees of the Hrsa-Ila Pension PlanVA$596M4,245
Board of Trustees Waterfront Employers - Ila Pension PlanSC$520M2,396
Board of Trustees of the Hrsa-Ila Annuity & Savings PlanVA$301M3,358
Pension FD of the Phila.bakery Employers FoodNJ$227M2,119
Trustees of the Dairy Industry - Union Pension Plan for Philadelphia &NJ$147M2,249
UFCW Local 1776 & Participating Employer Retirement and Savings PlanPA$114M7,618
Trustees of Soft Drink Industry Pension FundIL$111M2,633
IBEW Local No. 143 Pension PlanPA$92.0M994
UFCW Local 1776 & Participating Employers Pension FundPA$91.8M5,901
IBEW Local No. 143 Annuity PlanPA$83.7M568
Insulators Local 23 Pension Fund Board of AdministrationPA$69.1M411
Board of Trustee Mssa-Ila Pension PlanAL$63.3M571
Teamsters Local 676 Employers Annuity FundNJ$58.6M1,301
Tampa Maritime Association- International Longshoremen's AssocVA$43.2M396
Insulators Local No. 23 Annuity FundPA$37.0M325
Ctdu - Pension FundIL$29.9M2,305
Bimbo Bakeries USA IncPA$23.8M115
Logistec USA, Inc.FL$13.7M180

Top client states

  • PA10 plans
  • IL4 plans
  • NJ3 plans
  • VA3 plans
  • AL1 plan

Frequently asked questions

Who uses Willig, Williams & Davidson?
23 retirement plans list Willig, Williams & Davidson as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of I.B. of T. Union Local 710 Pension Fund, Central Pennsylvania Teamsters Pension Fund, Trustees, UFCW Union & Participating Food Industry Employers Tri-State Pension F and Board of Trustees of Teamsters Local Union No. 727 Pension Plan. Most client plans are sponsored in PA, IL and NJ.
How many plans does Willig, Williams & Davidson serve?
Willig, Williams & Davidson serves 23 retirement plans with $11.5B in plan assets and 125,356 participants, based on the latest Form 5500 filings through 2024.
What does Willig, Williams & Davidson charge?
Plans reported $845K in total Schedule C compensation paid to Willig, Williams & Davidson. The median plan paid $22K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served23Rank #665 of mapped providers
Assets under administration$11.5B0.0%Rank #1137 by share of filed assets
Fees received$844,876Median $22,000/planSum across Schedule C direct + indirect
Net wins YoY+13 won - 2 lostPlan-level switch detection

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