How big is Willowview Consulting, LLC's plan?

Willowview Consulting, LLC's plan reported $777K in assets and 22 participants for 2024.

Original filing (PDF)20250717173451NAL0000402211001

Willowview Consulting, LLC

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

Form 5500-SF

FILING_RECEIVED

Willowview Consulting 401(k) Plan

401(k) retirement plan · Willowview Consulting, LLC's Willowview Consulting 401(k) Plan held $777K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$777K

Net assets (EOY)

$777K

Plan identifiers

Willowview Consulting, LLC's EIN is 26-2420069.

EIN 26-2420069

Plan number 001

Plan year 2024

ACK ID 20250717173451NAL0000402211001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willowview Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLOWVIEW CONSULTING, 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

Helping the score