How big is Willow Associates, LLC's plan?

Willow Associates, LLC's plan reported $1.2M in assets and 1 participants for 2024.

Original filing (PDF)20250711083524NAL0007161249001

Willow Associates, LLC

Name: Willow Associates, LLC — Willow Associates, LLC, Form 5500 (2024)
Creator: Willow Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willow Associates, LLC 401(k) Plan

401(k) retirement plan · Willow Associates, LLC's Willow Associates, LLC 401(k) Plan held $1.2M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Willow Associates, LLC's EIN is 04-3799355.

EIN 04-3799355

Plan number 001

Plan year 2024

ACK ID 20250711083524NAL0007161249001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Willow Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Willow Associates, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLOW ASSOCIATES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score