How big is Willis Orthodontics, PC's plan?

Willis Orthodontics, PC's plan reported $2.0M in assets and 10 participants for 2024.

Original filing (PDF)20250513230424NAL0013775123001

Willis Orthodontics, PC

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

Form 5500-SF

FILING_RECEIVED

Willis Orthodontics, PC 401(k) Plan

401(k) retirement plan · Willis Orthodontics, PC's Willis Orthodontics, PC 401(k) Plan held $2.0M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Craig Willis signed Willis Orthodontics, PC's 2024 Form 5500 as plan administrator.

Craig 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

Willis Orthodontics, PC's EIN is 88-0860772.

EIN 88-0860772

Plan number 001

Plan year 2024

ACK ID 20250513230424NAL0013775123001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willis Orthodontics, 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 WILLIS ORTHODONTICS, 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