How big is The Willis Firm, PC's plan?

The Willis Firm, PC's plan reported $470K in assets and 4 participants for 2024.

Original filing (PDF)20250917074400NAL0000258176001

The Willis Firm, PC

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

Form 5500-SF

FILING_RECEIVED

The Willis Firm, PC 401(k) Plan

401(k) retirement plan · The Willis Firm, PC's The Willis Firm, PC 401(k) Plan held $470K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

Plan identifiers

The Willis Firm, PC's EIN is 80-0042147.

EIN 80-0042147

Plan number 001

Plan year 2024

ACK ID 20250917074400NAL0000258176001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Willis Firm, PC'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 THE WILLIS FIRM, PC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

THE WILLIS FIRM, PC

EIN

all filings

Address

8 NORTH SCHOOL STREET · FAIRHOPE, AL · 36532

Phone

(251) 990-3261

Industry

Law Offices· Professional & Technical Services

Plan administrator