Original filing (PDF)20250630082112NAL0017042544001

JIM WILLIS & SONS BUILDERS INC

Name: JIM WILLIS & SONS BUILDERS INC — JIM WILLIS & SONS BUILDERS INC 401(K) PROFIT SHARING PLAN AND T, Form 5500 (2024)
Creator: JIM WILLIS & SONS BUILDERS INC

Form 5500-SF

FILING_RECEIVED

JIM WILLIS & SONS BUILDERS INC 401(K) PROFIT SHARING PLAN AND T

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$324K

Net assets (EOY)

$324K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JIM WILLIS & SONS BUILDERS INC.

Plan sponsor

Name

JIM WILLIS & SONS BUILDERS INC

EIN

16-1315345all filings

Address

799 12 LIBERTY ST · PENFIELD, NY · 14526

Phone

(585) 733-4052

Industry