How big is Willis & Ashby's plan?

Willis & Ashby's plan reported $2.6M in assets and 3 participants for 2024.

Original filing (PDF)20250616105120NAL0000428371001

Willis & Ashby

Name: Willis & Ashby — Willis & Ashby Profit Sharing Plan, Form 5500 (2024)
Creator: Willis & Ashby
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willis & Ashby Profit Sharing Plan

Defined-contribution retirement plan · Willis & Ashby's Willis & Ashby Profit Sharing Plan held $2.6M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Mark C. Willis signed Willis & Ashby's 2024 Form 5500 as plan administrator.

Mark C. Willis — 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 & Ashby's EIN is 54-0639881.

EIN 54-0639881

Plan number 004

Plan year 2024

ACK ID 20250616105120NAL0000428371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Willis & Ashby from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Willis & Ashby's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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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