How big is Willow Valley Associates' plan?

Willow Valley Associates' plan reported $10.1M in assets and 171 participants for 2024.

Original filing (PDF)20250701101912NAL0017575520001

Willow Valley Associates

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

Form 5500-SF

FILING_RECEIVED

Willow Valley Associates 401(k) Plan

401(k) retirement plan · Willow Valley Associates' Willow Valley Associates 401(k) Plan held $10.1M in plan assets for 171 participants in 2024.

Signals · 1

No auditor on file

Active participants

171

Accounts w/ balance

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

People on this filing

Joseph Lucia signed Willow Valley Associates' 2024 Form 5500 as plan administrator.

Joseph Lucia — 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 Valley Associates' EIN is 23-1729311.

EIN 23-1729311

Plan number 002

Plan year 2024

ACK ID 20250701101912NAL0017575520001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willow Valley Associates' plan includes profit-sharing, 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 VALLEY ASSOCIATES.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score