How big is Willis Eckfeldt Asset Management, LLC's plan?

Willis Eckfeldt Asset Management, LLC's plan reported $235K in assets and 10 participants for 2024.

Original filing (PDF)20250604143021NAL0007900323001

Willis Eckfeldt Asset Management, LLC

Name: Willis Eckfeldt Asset Management, LLC — Willis Eckfe, Form 5500 (2024)
Creator: Willis Eckfeldt Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willis Eckfeldt 401(k) Profit Sharing Plan

401(k) retirement plan · Willis Eckfeldt Asset Management, LLC's Willis Eckfeldt 401(k) Profit Sharing Plan held $235K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$235K

Net assets (EOY)

$235K

Plan identifiers

Willis Eckfeldt Asset Management, LLC's EIN is 46-1500482.

EIN 46-1500482

Plan number 001

Plan year 2024

ACK ID 20250604143021NAL0007900323001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willis Eckfeldt Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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