What public Form 5500 filings show about the Willis Energy Transfer LLC 401(k) plan — and how to find and check your own account.
Willis Energy Transfer LLC (EIN 82-2187097) reports CBAI 401(K) MULTIPLE EMPLOYER PLAN AS ADOPTED BY WILLIS ENERGY TRANSFER LLC on its most recent Form 5500, with $220K in plan assets across 18 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 Willis Energy Transfer LLC filing — schedules, fees, and providers.
Willis Energy Transfer LLC’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 Willis Energy Transfer LLCHR for the recordkeeper’s name and login.
