Scott R. Summy signed Willow Valley Communities' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Willow Valley Communities' EIN is 23-2226098.
Download the official 2024 Form 5500 (PDF) for Willow Valley Communities from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Willow Valley Communities' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FULTON BANK, N.A. | 23-1928421 | — | NONE | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $31.4M | 96.1% |
