How big is Willow Branch Partners, LLC's plan?

Willow Branch Partners, LLC's plan reported $729K in assets and 36 participants for 2024.

Original filing (PDF)20251009141418NAL0006705873001

Willow Branch Partners, LLC

Name: Willow Branch Partners, LLC — HPI Entities, Form 5500 (2024)
Creator: Willow Branch Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HPI Entities Retirement Plan

401(k) retirement plan · Willow Branch Partners, LLC's HPI Entities Retirement Plan held $729K in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$729K

Net assets (EOY)

$729K

People on this filing

Andrea Sinkhorn signed Willow Branch Partners, LLC's 2024 Form 5500 as plan administrator.

Andrea Sinkhorn — 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 Branch Partners, LLC's EIN is 26-1961123.

EIN 26-1961123

Plan number 001

Plan year 2024

ACK ID 20251009141418NAL0006705873001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willow Branch Partners, LLC's 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 BRANCH PARTNERS, 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