How big is Cloud Willis & Ellis, LLC's plan?

Cloud Willis & Ellis, LLC's plan reported $1.3M in assets and 27 participants for 2024.

Original filing (PDF)20251009100036NAL0006404609001

Cloud Willis & Ellis, LLC

Name: Cloud Willis & Ellis, LLC — Cloud Willis & Ellis, Form 5500 (2024)
Creator: Cloud Willis & Ellis, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cloud Willis & Ellis Retirement Plan

401(k) retirement plan · Cloud Willis & Ellis, LLC's Cloud Willis & Ellis Retirement Plan held $1.3M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Edward Burns Willis signed Cloud Willis & Ellis, LLC's 2024 Form 5500 as plan administrator.

Edward Burns Willis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cloud Willis & Ellis, LLC's EIN is 26-0663153.

EIN 26-0663153

Plan number 001

Plan year 2024

ACK ID 20251009100036NAL0006404609001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cloud Willis & Ellis, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cloud Willis & Ellis, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLOUD WILLIS & ELLIS, LLC.

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Plan health score

Above-average plan

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

Knocking points off