Original filing (PDF)20250425141801NAL0013651008001

WILLIS MUSIC COMPANY

Name: WILLIS MUSIC COMPANY — WILLIS MUSIC COMPANY 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: WILLIS MUSIC COMPANY

Form 5500-SF

FILING_RECEIVED

WILLIS MUSIC COMPANY 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIS MUSIC COMPANY.

Plan sponsor

Name

WILLIS MUSIC COMPANY

EIN

31-0491650

Address

PO BOX 548 · FLORENCE, KY · 410220548

Phone

(859) 283-2050

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

ASSOCIATED FINISHING, INC.

ASSOCIATED FINISHING, INC. 401(K) PROFIT SHARING PLAN

$3.6M · 100 participants

GRANT COUNTY STATE BANK

GRANT COUNTY STATE BANK RETIREMENT TRUST

$3.6M · 19 participants

ETERNAL TECHNOLOGY CORPORATION

ETERNAL TECHNOLOGY CORPORATION 401(K) PLAN

$3.7M · 29 participants

SYNECTIC SOLUTIONS

SYNECTIC SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST

$3.7M · 111 participants

SBC BENEFIT CONSULTANTS, INC.

SBC 401K PLAN