How big is Steven Willand Inc.'s plan?

Steven Willand Inc.'s plan reported $4.1M in assets and 40 participants for 2025.

Original filing (PDF)20260414094309NAL0018274289001

Steven Willand Inc.

Name: Steven Willand Inc. — Steven Willand Inc. 401(k), Form 5500 (2025)
Creator: Steven Willand Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven Willand Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Steven Willand Inc.'s Steven Willand Inc. 401(k) Profit Sharing Plan & Trust held $4.1M in plan assets for 40 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Scott Willand signed Steven Willand Inc.'s 2025 Form 5500 as plan administrator.

Scott Willand — 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

Steven Willand Inc.'s EIN is 22-1813447.

EIN 22-1813447

Plan number 002

Plan year 2025

ACK ID 20260414094309NAL0018274289001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Steven Willand Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Steven Willand Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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