The Willis 401(k) Plan
Sponsored by Willis Lease Finance Corporation · EIN 680070656 · Plan #001
- Total assets
- $40.0M
- Net assets
- $40.0M
- Active participants
- 160
- With balances
- 189
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 |
|---|---|---|
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $12,766 |
| Milliman, Inc. | Recordkeeping, Participant loan processing, Participant communication | $9,175 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |