How big is The Willcox, Inc.'s plan?

The Willcox, Inc.'s plan reported $1.0M in assets and 25 participants for 2024.

Original filing (PDF)20251009171158NAL0007368369001

The Willcox, Inc.

Name: The Willcox, Inc. — The Willcox Greystone Toxaway, Form 5500 (2024)
Creator: The Willcox, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Willcox Greystone Toxaway 401(k) Plan

401(k) retirement plan · The Willcox, Inc.'s The Willcox Greystone Toxaway 401(k) Plan held $1.0M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Richard Tatum signed The Willcox, Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

The Willcox, Inc.'s EIN is 46-3508474.

EIN 46-3508474

Plan number 001

Plan year 2024

ACK ID 20251009171158NAL0007368369001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Willcox, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Willcox, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WILLCOX, INC..

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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