# Willis Construction Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/willis-construction-company-inc-942554397-001

> Willis Construction Company, INC.'s 401(k) plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Willis Construction Company, INC.

- **Sponsor EIN:** 942554397

- **Sponsor Address:** 2261 SAN JUAN HIGHWAY, SAN JUAN BAUTISTA, CA, 950459565

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 81

- **Total Assets:** $60.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|81|$60.1M|$1.3M|$0|

| 2023|81|$59.8M|$772,343|$0|

| 2022|117|$61.3M|$2.1M|$75,412|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CITY FIDUCIARY GROUP|Other Service Provider|—|$26,297|$26,297|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $26,297

- **Estimated Expense Ratio:** 0.044% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$30,803|$26,297|—|—|—|

| 2023|$25,812|$25,812|—|—|—|

| 2022|$42,813|$42,813|—|—|—|

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