· 2022–2024 · DOL EFAST2

The Willow School — The Willow School 401(k) Plan, Form 5500 (2023)

Original filing (PDF)20250311151224NAL0035286130001

The Willow School

Form 5500-SF

FILING_RECEIVED

The Willow School 401(k) Plan

401(k) retirement plan · The Willow School's The Willow School 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WILLOW SCHOOL.

Plan sponsor

Name

THE WILLOW SCHOOL

EIN

54-2143707all filings

Address

950 43RD AVE · VERO BEACH, FL · 32960

Phone

(772) 770-0758

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-05

Filed

2025-03-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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