How big is Stephen Willett Agency LLC's plan?

Stephen Willett Agency LLC's plan reported $87K in assets and 9 participants for 2024.

Original filing (PDF)20250613124238NAL0013604611001

Stephen Willett Agency LLC

Name: Stephen Willett Agency LLC — Stephen Willett Agency, Form 5500 (2024)
Creator: Stephen Willett Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen Willett Agency LLC 401(k)

401(k) retirement plan · Stephen Willett Agency LLC's Stephen Willett Agency LLC 401(k) held $87K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

People on this filing

Nick Rice signed Stephen Willett Agency LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Stephen Willett Agency LLC's EIN is 47-5365306.

EIN 47-5365306

Plan number 001

Plan year 2024

ACK ID 20250613124238NAL0013604611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen Willett Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen Willett Agency 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 STEPHEN WILLETT AGENCY 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