How big is Willow Investment's plan?

Willow Investment's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250401065059NAL0003920851001

Willow Investment

Name: Willow Investment — ADCM, LLC 401(k) Retirement Plan, Form 5500 (2024)
Creator: Willow Investment
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ADCM, LLC 401(k) Retirement Plan

401(k) retirement plan · Willow Investment's ADCM, LLC 401(k) Retirement Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Willow Investment's EIN is 27-0425839.

EIN 27-0425839

Plan number 001

Plan year 2024

ACK ID 20250401065059NAL0003920851001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willow Investment's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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