How big is Willow Wellness and Recovery, PC's plan?

Willow Wellness and Recovery, PC's plan reported $33K in assets and 2 participants for 2024.

Original filing (PDF)20250718155747NAL0003109040001

Willow Wellness and Recovery, PC

Name: Willow Wellness and Recovery, PC — Willow Wellness, Form 5500 (2024)
Creator: Willow Wellness and Recovery, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willow Wellness and Recovery, PC 401(k) Plan

401(k) retirement plan · Willow Wellness and Recovery, PC's Willow Wellness and Recovery, PC 401(k) Plan held $33K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$33K

Net assets (EOY)

$33K

People on this filing

Marcus Bowie signed Willow Wellness and Recovery, PC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Wellness and Recovery, PC's EIN is 46-3911025.

EIN 46-3911025

Plan number 001

Plan year 2024

ACK ID 20250718155747NAL0003109040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Willow Wellness and Recovery, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Willow Wellness and Recovery, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 WELLNESS AND RECOVERY, PC.

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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