How big is Willow Group, Ltd.'s plan?

Willow Group, Ltd.'s plan reported $7.7M in assets and 61 participants for 2024.

Original filing (PDF)20250423191708NAL0013377714001

Willow Group, Ltd.

Name: Willow Group, Ltd. — Willow Group 401(k) Profit, Form 5500 (2024)
Creator: Willow Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willow Group 401(k) Profit Sharing Plan

401(k) retirement plan · Willow Group, Ltd.'s Willow Group 401(k) Profit Sharing Plan held $7.7M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Bernard Skalny signed Willow Group, Ltd.'s 2024 Form 5500 as plan administrator.

Bernard Skalny — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Willow Group, Ltd.'s EIN is 16-1192528.

EIN 16-1192528

Plan number 001

Plan year 2024

ACK ID 20250423191708NAL0013377714001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willow Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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