Willow Planning Group, LLC

Kelly Luethje signed Willow Planning Group, LLC's 2024 Form 5500 as plan administrator.

• Kelly Luethje — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Willow Planning Group, LLC's EIN is 45-4921313.

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

Willow Planning Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.