How big is Willow Bend Montessori LLC's plan?

Willow Bend Montessori LLC's plan reported $440K in assets and 18 participants for 2024.

Original filing (PDF)20250815094843NAL0010067859001

Willow Bend Montessori LLC

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

Form 5500-SF

FILING_RECEIVED

Willow Bend Montessori LLC 401(k) P/S Plan

401(k) retirement plan · Willow Bend Montessori LLC's Willow Bend Montessori LLC 401(k) P/S Plan held $440K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$440K

Net assets (EOY)

$440K

People on this filing

Khwaja ZIA signed Willow Bend Montessori LLC's 2024 Form 5500 as plan administrator.

Khwaja ZIA — 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 Bend Montessori LLC's EIN is 20-8467338.

EIN 20-8467338

Plan number 001

Plan year 2024

ACK ID 20250815094843NAL0010067859001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willow Bend Montessori LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 BEND MONTESSORI 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

Knocking points off