How big is Ben Willis' plan?

Ben Willis' plan reported $4.9M in assets and 7 participants for 2024.

Original filing (PDF)20251007100053NAL0002564627001

Ben Willis

Name: Ben Willis — Ben Willis Cash Balance Plan, Form 5500 (2024)
Creator: Ben Willis
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ben Willis Cash Balance Plan

Defined-benefit pension plan · Ben Willis' Ben Willis Cash Balance Plan held $4.9M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Ben Willis signed Ben Willis' 2024 Form 5500 as plan administrator.

Ben Willis — 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

Ben Willis' EIN is 85-2989002.

EIN 85-2989002

Plan number 002

Plan year 2024

ACK ID 20251007100053NAL0002564627001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ben Willis' plan includes a cash-balance formula.

Decision-maker contacts

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

BEN WILLIS

EIN

all filings

Address

4389 VIRGINIA BEACH BLVD · VIRGINIA BEACH, VA · 23462

Phone

(757) 285-2905

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Your Bridge Wealth Management

Your Bridge Wealth Management 401(k) Savings Plan

$4.9M · 16 participants

Altus, LLC

Altus, LLC Retirement Trust

$4.9M · 30 participants

Cortland Associates, Inc.

Cortland Associates, Inc. 401(k) Plan

$4.9M · 7 participants

Amplify Management, LLC

Amplify Partners 401(k) Profit Sharing Plan

$4.9M · 23 participants

Silver Star Opportunity Partners, LLC

Silvermine Capital Management, LLC Defined Benefit Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.