What public Form 5500 filings show about the Willow Trade and Investments LLC 401(k) plan — and how to find and check your own account.
Willow Trade and Investments LLC (EIN 99-3806875) reports WILLOW TRADE AND INVESTMENTS LLC 401(K) PLAN on its most recent Form 5500, with $665 in plan assets across 7 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 Trade and Investments LLC filing — schedules, fees, and providers.
Willow Trade and Investments 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 Trade and Investments LLCHR for the recordkeeper’s name and login.
