Willis Enterprises, Inc. 401(k) P/S Plan
Sponsored by Willis Enterprises, Inc. · EIN 911383677 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 173
- With balances
- 162
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edwards Jones & Co. | Investment advisory (plan), Investment management fees (direct) | $20,974 |
| Pension Plan Specialists, Pc | Contract administrator | $6,250 |
| Empower Annuity Insurance Company | Recordkeeping, Insurance services, Participant loan processing | $2,554 |