How big is Willow Transitions LLC's plan?

Willow Transitions LLC's plan reported $318K in assets and 4 participants for 2024.

Original filing (PDF)20250815110228NAL0010108963001

Willow Transitions LLC

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

Form 5500-SF

FILING_RECEIVED

Willow Transitions LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Willow Transitions LLC's Willow Transitions LLC 401(k) Profit Sharing Plan held $318K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

Plan identifiers

Willow Transitions LLC's EIN is 30-0687398.

EIN 30-0687398

Plan number 001

Plan year 2024

ACK ID 20250815110228NAL0010108963001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willow Transitions 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 TRANSITIONS 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

WILLOW TRANSITIONS LLC

EIN

all filings

Address

2 FRASSETTO WAY · SUITE 1 · LINCOLN PARK, NJ · 07035

Phone

(973) 415-8558

Industry

Transportation & Warehousing

Plan administrator