WILLOW VALLEY ASSOCIATES 401(k) Plan
What public Form 5500 filings show about the WILLOW VALLEY ASSOCIATES 401(k) plan — and how to find and check your own account.
The WILLOW VALLEY ASSOCIATES 401(k) on its latest Form 5500
WILLOW VALLEY ASSOCIATES (EIN 23-1729311) reports WILLOW VALLEY ASSOCIATES 401(K) PLAN on its most recent Form 5500, with $10.1M in plan assets across 171 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 VALLEY ASSOCIATES filing — schedules, fees, and providers.
Who runs the WILLOW VALLEY ASSOCIATES 401(k)?
WILLOW VALLEY ASSOCIATES’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 VALLEY ASSOCIATESHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FLORES ASSOCIATES, MILLENIUM INSURANCE GROUP.
How to check your WILLOW VALLEY ASSOCIATES 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WILLOW VALLEY ASSOCIATES HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).