Plan Snapshot
- Plan Sponsor: Willis Enterprises, INC.
- Sponsor EIN: 911383677
- Sponsor Address: PO BOX 512, MONTESANO, WA, 98563
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 173 | $9.4M | $322,543 | $592,240 |
| 2023 | 175 | $7.9M | $345,425 | $616,414 |
| 2022 | 185 | $6.1M | $383,115 | $668,618 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $45,245 | $21,376 | $20,829 | — | — |
| 2023 | $34,886 | $16,409 | $16,303 | — | — |
| 2022 | $22,110 | $14,291 | $6,949 | — | — |