Sponsor portfolio
WILLIS HEALTH MANAGEMENT, INC.
EIN 81-3776516financial servicesLatest filing 2024
Plans
1
Retirement
1
$281K assets
Welfare
0
Participants
11
5405 MOREHOUSE DRIVE, SUITE 135 - SAN DIEGO, CA 92121858-412-5744williswealthmgt.comLinkedIn1-10 employeesfinancial services
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 HEALTH MANAGEMENT, INC. 401K PSP TRUST | 401k | $281K | 11 | 2024 |
Retirement plans