Willis Construction Company, Inc.401(k) + ESOP (KSOP)
WILLIS CONSTRUCTION COMPANY, INC. COMBINED EMPLOYEE STOCK OWNERSHIP AND TAX SHELTERED SAVINGS PLAN · SAN JUAN BAUTISTA, CA · plan year 2022
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
Willis Construction Company, Inc. reported $42,813 in plan administrative expenses for 2022: 0.08% of average plan assets, below the peer median. Employer contributions averaged $17,724 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio fell from 0.08% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other construction employers. By assets it is the 1,722nd-largest of 9,483 plans among California employers on file, and the 1,028th of 5,337 in construction. In 2022, the employer put in $27.50 for every $1.00 employees contributed themselves.
Willis Construction Company, Inc.'s 2022 employer contribution ran above the $3,449 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 942554397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.