Larry Willis signed Willis Construction Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Willis Construction Company, Inc.'s EIN is 94-2554397.
Download the official 2024 Form 5500 (PDF) for Willis Construction Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Willis Construction Company, Inc.'s plan includes a leveraged ESOP, a 401(k) feature, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITY FIDUCIARY GROUP | 47-3328634 | VANCOUVER, WA | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| •• Willis Construction Company, Inc. Plan Sponsor common stock) • | Common Stocks | — | — | $48.8M | 81.2% | |
| AMCAP Fund A Mutual fund | Other securities | — | — | $5.1M | 8.6% | |
| Franklin Mutual Beacon Fund - Class A Mutual fund • | Mutual Funds | — | — | $933K | 1.6% | |
| Fundamental Investors - Class A Mutual fund | Other securities | — | — | $840K | 1.4% | |
| New World Fund - A Mutual fund | Other securities | — | — | $684K | 1.1% | |
| ..- AF U.S. Gov't Money Market· A Money market fund | Cash / Money Market | — | — | $675K | 1.1% | |
| Capital Income Builder Fund Class A Mutual fund | Other securities | — | — | $609K | 1.0% | |
| International Growth & Income Mutual fund • | Other securities | — | — | $481K | 0.8% | |
| Franklin Income Fund - Class A Mutual fund .. | Mutual Funds | — | — | $473K | 0.8% | |
| Hawthorn Royalties, LLC Royalty subscription • | Other securities | — | — | $400K | 0.7% | |
| Capital World Growth & Income Fund A Mutual fund | Other securities | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
