How big is Willis Mechanical, Inc.'s plan?

Willis Mechanical, Inc.'s plan reported $2.4M in assets and 50 participants for 2024.

Original filing (PDF)20250716071320NAL0002185555001

Willis Mechanical, Inc.

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

Form 5500-SF

FILING_RECEIVED

Willis Mechanical 401(k) Plan

401(k) retirement plan · Willis Mechanical, Inc.'s Willis Mechanical 401(k) Plan held $2.4M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Barry Teffeteller signed Willis Mechanical, Inc.'s 2024 Form 5500 as plan administrator.

Barry Teffeteller — 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 Mechanical, Inc.'s EIN is 75-3055760.

EIN 75-3055760

Plan number 001

Plan year 2024

ACK ID 20250716071320NAL0002185555001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willis Mechanical, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 MECHANICAL, INC..

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Plan health score

Above-average plan

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