How big is Willis and Associates LLC's plan?

Willis and Associates LLC's plan reported $23K in assets and 5 participants for 2023.

Original filing (PDF)20250328105327NAL0001925922001

Willis and Associates LLC

Name: Willis and Associates LLC — Willis and Associates, Form 5500 (2023)
Creator: Willis and Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willis and Associates LLC MCF Benefit Plan

Health & welfare plan · Willis and Associates LLC's Willis and Associates LLC MCF Benefit Plan held $23K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$23K

Net assets (EOY)

$6K

People on this filing

Becky Wekenborg signed Willis and Associates LLC's 2023 Form 5500 as plan administrator.

Becky Wekenborg — 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

Willis and Associates LLC's EIN is 43-0892383.

EIN 43-0892383

Plan number 501

Plan year 2023

ACK ID 20250328105327NAL0001925922001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Willis and Associates LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score