How big is Willis McKenzie, LLP's plan?

Willis McKenzie, LLP's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20250529140937NAL0007391377001

Willis McKenzie, LLP

Name: Willis McKenzie, LLP — Willis McKenzie, LLP 401(k), Form 5500 (2024)
Creator: Willis McKenzie, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willis McKenzie, LLP 401(k) Plan

401(k) retirement plan · Willis McKenzie, LLP's Willis McKenzie, LLP 401(k) Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Willis McKenzie, LLP's EIN is 58-1606298.

EIN 58-1606298

Plan number 001

Plan year 2024

ACK ID 20250529140937NAL0007391377001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willis McKenzie, LLP'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 WILLIS MCKENZIE, LLP.

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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