Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Willis Law Firm LLC
EIN 20-1067097Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$674K assets
Welfare
0
Participants
27
141 EAST TOWN STREET, SUITE 200, SUITE 200 - COLUMBUS, OH 43215614-221-9455
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $674K assets / 27 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILLIS LAW FIRM 401(K) PROFIT SHARING PLAN
401(k)
Assets$364K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WILLIS LAW FIRM LLC CASH BALANCE PLAN
Cash balance
Assets$309K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIS LAW FIRM 401(K) PROFIT SHARING PLAN | 401(k) | $364K | 14 | 2025 | |
| 002 | WILLIS LAW FIRM LLC CASH BALANCE PLAN | Cash balance | $309K | 13 | 2025 |
Retirement plans