Plan Snapshot
- Plan Sponsor: Willis Johnson & Associates, INC.
- Sponsor EIN: 760510103
- Sponsor Address: 5847 SAN FELIPE, STE. 1500, HOUSTON, TX, 77057
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 41 | $5.0M | $401,365 | $447,414 |
| 2023 | 28 | $3.8M | $284,196 | $394,519 |
| 2022 | 26 | $4.1M | $259,263 | $374,121 |