What public Form 5500 filings show about the Willow Private Wealth LLC 401(k) plan — and how to find and check your own account.
Willow Private Wealth LLC (EIN 87-2167477) reports WILLOW PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $258K in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Willow Private Wealth LLC filing — schedules, fees, and providers.
Willow Private Wealth LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Willow Private Wealth LLCHR for the recordkeeper’s name and login.
