Sponsor portfolio
WILLIS ECKFELDT ASSET MANAGEMENT, LLC
EIN 46-1500482investment managementLatest filing 2025
Plans
1
Retirement
1
$425K assets
Welfare
0
Participants
12
7525 SE 24TH STREET, SUITE 505 - MERCER ISLAND, WA 98040206-282-0950LinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIS ECKFELDT 401(K) PROFIT SHARING PLAN | 401k | $425K | 12 | 2025 |
Retirement plans