How big is Brett Willis Law LLC's plan?

Brett Willis Law LLC's plan reported $54K in assets and 4 participants for 2024.

Original filing (PDF)20250603120905NAL0007587555001

Brett Willis Law LLC

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

Form 5500-SF

FILING_RECEIVED

Brett Willis Law LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Brett Willis Law LLC's Brett Willis Law LLC 401(k) Profit Sharing Plan held $54K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$54K

Net assets (EOY)

$54K

People on this filing

Wendi Newton signed Brett Willis Law LLC's 2024 Form 5500 as plan administrator.

Wendi Newton — 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

Brett Willis Law LLC's EIN is 88-0697955.

EIN 88-0697955

Plan number 001

Plan year 2024

ACK ID 20250603120905NAL0007587555001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Brett Willis Law LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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