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Willis Management Group, Inc. 401(k) Plan
Willis Management Group, Inc., San Ramon CA. Employer ID 208098634, plan number 001. Annual reports on file for 2009 to 2024.
Where the money went
- Filed 2009-2024Willis Management Group, Inc. 401(k) Plan, Willis Management Group, Inc.
- 2024Assets transferred to Firstservice Residential 401(k) Plan
- TodayFirstservice Residential 401(k) Plan still files. Jpmorgan Invest Holdings LLC keeps the records. That is where to ask.
Records are kept by Jpmorgan Invest Holdings LLC, per the 2025 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2024: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2010 | 11 | — | Filing |
| 2011 | 14 | — | Filing |
| 2015 | 20 | — | Filing |
| 2016 | 23 | — | Filing |
| 2017 | 35 | — | Filing |
| 2018 | 41 | — | Filing |
| 2019 | 35 | — | Filing |
| 2020 | 41 | — | Filing |
| 2021 | 47 | — | Filing |
| 2022 | 69 | — | Filing |
| 2023 | 76 | — | Filing |
| 2024 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.