How big is Willrose Management LLC's plan?

Willrose Management LLC's plan reported $1.1M in assets and 47 participants for 2024.

Original filing (PDF)20250606114521NAL0009132147001

Willrose Management LLC

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

Form 5500-SF

FILING_RECEIVED

Willrose Management LLC 401(k)

401(k) retirement plan · Willrose Management LLC's Willrose Management LLC 401(k) held $1.1M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Sumitra Satoor signed Willrose Management LLC's 2024 Form 5500 as plan administrator.

Sumitra Satoor — 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

Willrose Management LLC's EIN is 47-5077777.

EIN 47-5077777

Plan number 001

Plan year 2024

ACK ID 20250606114521NAL0009132147001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willrose Management LLC'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 WILLROSE MANAGEMENT LLC.

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Plan health score

Above-average plan

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