How big is The Willson Davis Co.'s plan?

The Willson Davis Co.'s plan reported $6.4M in assets and 8 participants for 2024.

Original filing (PDF)20250731130745NAL0013279090001

The Willson Davis Co.

Name: The Willson Davis Co. — The Willson Davis Co. 401(k), Form 5500 (2024)
Creator: The Willson Davis Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Willson Davis Co. 401(k) Profit Sharing Plan

401(k) retirement plan · The Willson Davis Co.'s The Willson Davis Co. 401(k) Profit Sharing Plan held $6.4M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

ZANE Williams signed The Willson Davis Co.'s 2024 Form 5500 as plan administrator.

ZANE Williams — 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 Willson Davis Co.'s EIN is 74-1784676.

EIN 74-1784676

Plan number 001

Plan year 2024

ACK ID 20250731130745NAL0013279090001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Willson Davis Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Willson Davis Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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