Original filing (PDF)20251008110559NAL0005740721001

WILLIS AND ASSOCIATES SURVEYING, INC

Name: WILLIS AND ASSOCIATES SURVEYING, INC — WILLIS & ASSOCIATES SURVEYING, INC. 401(K) P/S PLAN, Form 5500 (2024)
Creator: WILLIS AND ASSOCIATES SURVEYING, INC

Form 5500-SF

FILING_RECEIVED

WILLIS & ASSOCIATES SURVEYING, INC. 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$357K

Net assets (EOY)

$357K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

WILLIS AND ASSOCIATES SURVEYING, INC

EIN

88-1965465

Address

310 MAIN ST · MARBLE FALLS, TX · 78654

Phone

(830) 693-3566

Industry

Professional & Technical Servicessee all

Plan administrator