What public Form 5500 filings show about the Willow Tree Counseling and Educa 401(k) plan — and how to find and check your own account.
Willow Tree Counseling and Educa (EIN 74-3254288) reports WILLOW TREE COUNSELING AND EDUCATIONAL CENTER LLC 401(K) on its most recent Form 5500, with $119 in plan assets across 1 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 Tree Counseling and Educa filing — schedules, fees, and providers.
Willow Tree Counseling and Educa’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 Tree Counseling and EducaHR for the recordkeeper’s name and login.