How big is Willoughby Shulman, PLLC's plan?

Willoughby Shulman, PLLC's plan reported $1.0M in assets and 6 participants for 2025.

Original filing (PDF)20260521122642NAL0002681216001

Willoughby Shulman, PLLC

Name: Willoughby Shulman, PLLC — Willoughby Shulman 401(k), Form 5500 (2025)
Creator: Willoughby Shulman, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willoughby Shulman 401(k) Plan

401(k) retirement plan · Willoughby Shulman, PLLC's Willoughby Shulman 401(k) Plan held $1.0M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Eric Willoughby signed Willoughby Shulman, PLLC's 2025 Form 5500 as plan administrator.

Eric Willoughby — 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

Willoughby Shulman, PLLC's EIN is 47-4195396.

EIN 47-4195396

Plan number 001

Plan year 2025

ACK ID 20260521122642NAL0002681216001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Willoughby Shulman, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Willoughby Shulman, PLLC'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 WILLOUGHBY SHULMAN, PLLC.

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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