How big is Willis Custom Yachts LLC's plan?

Willis Custom Yachts LLC's plan reported $1.2M in assets and 136 participants for 2025.

Original filing (PDF)20260417111131NAL0022686193001

Willis Custom Yachts LLC

Name: Willis Custom Yachts LLC — Willis Custom Yachts LLC, Form 5500 (2025)
Creator: Willis Custom Yachts LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willis Custom Yachts LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Willis Custom Yachts LLC's Willis Custom Yachts LLC 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 136 participants in 2025.

Signals · 1

No auditor on file

Active participants

136

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

AMY Enright signed Willis Custom Yachts LLC's 2025 Form 5500 as plan administrator.

AMY Enright — 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 Custom Yachts LLC's EIN is 86-2030031.

EIN 86-2030031

Plan number 001

Plan year 2025

ACK ID 20260417111131NAL0022686193001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Willis Custom Yachts LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Willis Custom Yachts LLC'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 WILLIS CUSTOM YACHTS LLC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score