James E Willis MD PC 401(k) Plan

The James E Willis MD PC 401(k) on its latest Form 5500

James E Willis MD PC (EIN 16-1491976) reports JAMES E WILLIS MD PC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $4.0M in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full James E Willis MD PC filing — schedules, fees, and providers.

Who runs the James E Willis MD PC 401(k)?

James E Willis MD PC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask James E Willis MD PCHR for the recordkeeper’s name and login.

How to check your James E Willis MD PC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask James E Willis MD PC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).