How big is Willow Grove Advisors, LLC's plan?

Willow Grove Advisors, LLC's plan reported $1.9M in assets and 6 participants for 2024.

Original filing (PDF)20250423142403NAL0010029168001

Willow Grove Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Willow Grove Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Willow Grove Advisors, LLC's Willow Grove Advisors, LLC 401(k) Profit Sharing Plan held $1.9M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

JEFF Petersen signed Willow Grove Advisors, LLC's 2024 Form 5500 as plan administrator.

JEFF Petersen — 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 Grove Advisors, LLC's EIN is 27-1089932.

EIN 27-1089932

Plan number 001

Plan year 2024

ACK ID 20250423142403NAL0010029168001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willow Grove Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 GROVE ADVISORS, 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