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Original filing (PDF)20250929190819NAL0011174129001
WILLIS ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
WILLIS ENTERPRISES, INC. 401(K) P/S PLAN
401(k) retirement plan
Active participants
173
Accounts w/ balance
162
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
1 pooled trust
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (32 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIS ENTERPRISES, INC..
Plan sponsor
Name
WILLIS ENTERPRISES, INC.
EIN
91-1383677
Address
PO BOX 512 · MONTESANO, WA · 98563
Phone
(360) 273-0728
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARDS JONES & CO. | 43-0345811 | — | INVESTMENT ADVISOR | $21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLAN SPECIALISTS, PC | 26-1570786 | — | TPA | $6K | — |
Investments
35 direct securities · 1 pooled fund· $18.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.9M
35 holdings
Pooled Separate Account
$8.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $8.8M | 94.2% | |
| MASSMUTUAL SELECT TRP RETIREMENT 2030 1 Pooled Separate Account | — | — | — | $1.2M | 12.4% | |
| MASSMUTUAL SELECT TRP RETIREMENT 2040 1 Pooled Separate Account | — | — | — | $746K | 7.9% | |
| MASSMUTUAL GLOBAL I Pooled Separate Account | — | — | — | $710K | 7.6% | |
| MASSMUTUAL SELECT TRP RETIREMENT 2035 1 Pooled Separate Account | — | — | — | $697K | 7.4% | |
| MASSMUTUAL SELECT TRP RETIREMENT 2050 1 Pooled Separate Account | — | — | — | $672K | 7.2% | |
| MASSMUTUAL SELECT TRP RETIREMENT 2055 I Pooled Separate Account | — | — | — | $524K | 5.6% | |
| INVESCO DIVERSIFIED DIVIDEND R6 Pooled Separate Account | — | — | — | $514K | 5.5% | |
| MASSMUTUAL SELECT TRP RETIREMENT 2045 I Pooled Separate Account | — | — | — | $483K | 5.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 2020 1 Pooled Separate Account | — | — | — | $483K | 5.1% | |
| AMERICAN FUNDS INCOME FUND OF AMER R6 Pooled Separate Account | — | — | — | $392K | 4.2% | |
| HARTFORD INTERNATIONAL OPPORTUNITIES R6 Pooled Separate Account | — | — | — | $390K | 4.2% | |
| maturing through December 2029 | — | — | — | $364K | 3.9% | |
| Maturing 2025-2029 0 | — | — | — | $361K | 3.8% | |
| MASSMUTUAL SELECT TRP RETIREMENT 2025 1 Pooled Separate Account | — | — | — | $273K | 2.9% | |
| MASSMUTUAL HIGH YIELD I Pooled Separate Account | — | — | — | $243K | 2.6% | |
| PIONEER FUNDAMENTAL GROWTH K Pooled Separate Account | — | — | — | $207K | 2.2% | |
| VANGUARD 500 INDEX ADMIRAL Pooled Separate Account | — | — | — | $199K | 2.1% | |
| Hartford The Hartford Mid Cap R6 0 | — | — | — | $196K | 2.1% | |
| HARTFORD MIDCAP R6 Pooled Separate Account | — | — | — | $196K | 2.1% | |
| MassMutual General Account 0 | — | — | — | $184K | 2.0% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 Pooled Separate Account | — | — | — | $175K | 1.9% | |
| AB GLOBAL BOND Z Pooled Separate Account | — | — | — | $126K | 1.3% | |
| LORD ABBETT TOTAL RETURN R6 Pooled Separate Account | — | — | — | $119K | 1.3% | |
| JPMORGAN SMALL CAP VALUE R6 Pooled Separate Account | — | — | — | $111K | 1.2% | |
| ISHARES RUSSELL 2000 SMALL-CAP IDX K Pooled Separate Account | — | — | — | $68K | 0.7% | |
| ISHARES RUSSELL MID-CAP INDEX K Pooled Separate Account | — | — | — | $67K | 0.7% | |
| MassMutual MM Select T. Rowe Price Retire 2010 I 0 | — | — | — | $64K | 0.7% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R6 Pooled Separate Account | — | — | — | $54K | 0.6% | |
| MassMutual MM Select T. Rowe Price Retire 2060 I 0 | — | — | — | $53K | 0.6% | |
| INVESCO SMALL CAP GROWTH R6 Pooled Separate Account | — | — | — | $44K | 0.5% | |
| THORNBURG INTERNATIONAL EQUITY R6 Pooled Separate Account | — | — | — | $34K | 0.4% | |
| MASSMUTUAL BALANCED I Pooled Separate Account | — | — | — | $23K | 0.2% | |
| JPMORGAN SMALL CAP GROWTH R6 Pooled Separate Account | — | — | — | $5K | <0.1% | |
| AMERICAN CENTURY STRAT ALLC: CNSRV R6 Pooled Separate Account | — | — | — | $2K | <0.1% | |
| American Century American Century Strat Allc: Cnsrv R6 0 | — | — | — | $2K | <0.1% |
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