P K Willis Company Inc 401 K Plan
Sponsored by Patrick K Willis Company Inc · EIN 943394523 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 302
- With balances
- 213
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 |
|---|---|---|
| Woodruff Sawyer & Co | Recordkeeping, Trustee (institutional), Other services | $33,396 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $2,001 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |