How big is Willis and Moore Inc.'s plan?

Willis and Moore Inc.'s plan reported $3.9M in assets and 4 participants for 2023.

Original filing (PDF)20250508071902NAL0018690656001

Willis and Moore Inc.

Name: Willis and Moore Inc. — Willis & Moore, Inc. 401(k), Form 5500 (2023)
Creator: Willis and Moore Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willis & Moore, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Willis and Moore Inc.'s Willis & Moore, Inc. 401(k) Profit Sharing Plan held $3.9M in plan assets for 4 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Willis and Moore Inc.'s EIN is 42-0761627.

EIN 42-0761627

Plan number 001

Plan year 2023

ACK ID 20250508071902NAL0018690656001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Willis and Moore Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Willis and Moore Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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