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Original filing (PDF)20251231155823NAL0029375312001
WILLIS CONSTRUCTION COMPANY, INC.
Form 5500
FILING_RECEIVED
WILLIS CONSTRUCTION COMPANY, INC. COMBINED EMPLOYEE STOCK OWNERSHIP AND TAX SHELTERED SAVINGS PLAN
401(k) retirement plan
Signals · 3
Late filing · 0.5 mo83% in single holding83% employer stock
Active participants
81
Accounts w/ balance
141
Plan assets (EOY)
$60.1M
Net assets (EOY)
$51.8M
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
98
Concentration risk
50
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.5 months past the 10.5-month grace window.
- Top holding "•• Willis Construction Company, Inc. Plan Sponsor common stock) •" is 83% of plan.
- 83% of plan in employer / sponsor stock.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIS CONSTRUCTION COMPANY, INC..
Plan sponsor
Name
WILLIS CONSTRUCTION COMPANY, INC.
EIN
94-2554397
Address
2261 SAN JUAN HIGHWAY · SAN JUAN BAUTISTA, CA · 950459565
Phone
(831) 623-2900
Industry
Constructionsee all
Plan administrator
Name
WILLIS CONSTRUCTION COMPANY, INC. ESOP & TSSP COMMITTEE
EIN
77-0307931
City
SAN JUAN BAUTISTA, CA
Phone
(831) 623-2900
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-12-31
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2J · 401(k) feature
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
HUTCHINSON AND BLOODGOOD LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITY FIDUCIARY GROUP | 47-3328634 | VANCOUVER, WA | NONE | $0 | — |
Investments
11 direct securities· $59.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| •• Willis Construction Company, Inc. Plan Sponsor common stock) • | — | — | — | $48.8M | 81.2% | |
| AMCAP Fund A Mutual fund | — | — | — | $5.1M | 8.6% | |
| Franklin Mutual Beacon Fund - Class A Mutual fund • | — | — | — | $933K | 1.6% | |
| Fundamental Investors - Class A Mutual fund | — | — | — | $840K | 1.4% | |
| New World Fund - A Mutual fund | — | — | — | $684K | 1.1% | |
| ..- AF U.S. Gov't Money Market· A Money market fund | — | — | — | $675K | 1.1% | |
| Capital Income Builder Fund Class A Mutual fund | — | — | — | $609K | 1.0% | |
| International Growth & Income Mutual fund • | — | — | — | $481K | 0.8% | |
| Franklin Income Fund - Class A Mutual fund .. | — | — | — | $473K | 0.8% | |
| Hawthorn Royalties, LLC Royalty subscription • | — | — | — | $400K | 0.7% | |
| Capital World Growth & Income Fund A Mutual fund | — | — | — | $21K | <0.1% |
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