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Original filing (PDF)20260113123950NAL0016496115001
WILLOWAY NURSERIES, INC.
Form 5500
FILING_RECEIVED
WILLOWAY NURSERIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
Late filing · 7.9 moNo recordkeeper disclosed
Active participants
145
Accounts w/ balance
151
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 7.9 months past the 10.5-month grace window.
- 46 bps in Schedule C fees — 60% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLOWAY NURSERIES, INC..
Plan sponsor
Name
WILLOWAY NURSERIES, INC.
EIN
34-1038898
Address
4534 CENTER ROAD · AVON, OH · 44011
Phone
(440) 934-4435
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2026-01-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN/RECORDKEEPER | $47K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MGO ONE SEVEN, LLC | 88-2000569 | BEACHWOOD, OH | INVESTMENT ADVISOR | $20K | — |
| MGO SECURITIES CORP | — | BEACHWOOD, OH | INVSTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MGO ONE SEVEN | — | BEACHWOOD, OH | TPA | $738 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEADEN AND MOORE | 33-5803878 | CLEVELAND, OH | AUDIT | $1K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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