How big is Willis Energy Transfer LLC's plan?

Willis Energy Transfer LLC's plan reported $220K in assets and 18 participants for 2024.

Original filing (PDF)20250808123152NAL0005463168001

Willis Energy Transfer LLC

Name: Willis Energy Transfer LLC — CBAI 401(k) Multiple, Form 5500 (2024)
Creator: Willis Energy Transfer LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CBAI 401(k) Multiple Employer Plan AS Adopted by Willis Energy Transfer LLC

401(k) retirement plan · Willis Energy Transfer LLC's CBAI 401(k) Multiple Employer Plan AS Adopted by Willis Energy Transfer LLC held $220K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$220K

Net assets (EOY)

$220K

People on this filing

Tammy Julian signed Willis Energy Transfer LLC's 2024 Form 5500 as plan administrator.

Tammy Julian — 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 Energy Transfer LLC's EIN is 82-2187097.

EIN 82-2187097

Plan number 001

Plan year 2024

ACK ID 20250808123152NAL0005463168001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willis Energy Transfer LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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