Original filing (PDF)20250714055800NAL0001197216001

WILLIS ENGINEERING & SURVEYING, LLC

Name: WILLIS ENGINEERING & SURVEYING, LLC — WILLIS ENGINEERING & SURVEYING, LLC 401(K) PLAN, Form 5500 (2024)
Creator: WILLIS ENGINEERING & SURVEYING, LLC

Form 5500-SF

FILING_RECEIVED

WILLIS ENGINEERING & SURVEYING, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$607K

Net assets (EOY)

$607K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WILLIS ENGINEERING & SURVEYING, LLC

EIN

51-0565959

Address

12512 WEST BANK RD. · MILLERSPORT, OH · 43046

Phone

(740) 739-4030

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator