How big is Willis Marketing, Inc.'s plan?

Willis Marketing, Inc.'s plan reported $4.9M in assets and 25 participants for 2025.

Original filing (PDF)20260203150631NAL0001332707001

Willis Marketing, Inc.

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

Form 5500-SF

FILING_RECEIVED

Willis Marketing, Inc. Retirement Trust

401(k) retirement plan · Willis Marketing, Inc.'s Willis Marketing, Inc. Retirement Trust held $4.9M in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan identifiers

Willis Marketing, Inc.'s EIN is 91-1097631.

EIN 91-1097631

Plan number 001

Plan year 2025

ACK ID 20260203150631NAL0001332707001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Willis Marketing, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Willis Marketing, Inc.'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 MARKETING, INC..

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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