How big is Willowsford Conservancy's plan?

Willowsford Conservancy's plan reported $848K in assets and 15 participants for 2024.

Original filing (PDF)20251013152816NAL0002316944001

Willowsford Conservancy

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

Form 5500-SF

FILING_RECEIVED

Willowsford Conservancy 401(k) Profit Sharing Plan

401(k) retirement plan · Willowsford Conservancy's Willowsford Conservancy 401(k) Profit Sharing Plan held $848K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$848K

Net assets (EOY)

$848K

Plan identifiers

Willowsford Conservancy's EIN is 45-0609461.

EIN 45-0609461

Plan number 001

Plan year 2024

ACK ID 20251013152816NAL0002316944001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willowsford Conservancy'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 WILLOWSFORD CONSERVANCY.

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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

WILLOWSFORD CONSERVANCY

EIN

all filings

Address

41025 WILLOWSFORD LANE · ALDIE, VA · 20105

Phone

(571) 252-3727

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator