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WILLOWOOD DEVELOPMENTAL CENTER . — ASPIRE 401(K) FOR WILLOWOOD DEVELOPMENTAL CENTER, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250926064901NAL0009129505001
WILLOWOOD DEVELOPMENTAL CENTER .
Form 5500-SF
FILING_RECEIVED
ASPIRE 401(K) FOR WILLOWOOD DEVELOPMENTAL CENTER
401(k) retirement plan
Active participants
65
Accounts w/ balance
41
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILLOWOOD DEVELOPMENTAL CENTER .
.
Find decision makers
Plan sponsor
Name
WILLOWOOD DEVELOPMENTAL CENTER .
EIN
64-0523324
Address
1635 BOLING STREET · JACKSON, MS · 39213
Phone
(601) 366-0123
Industry
Health Care & Social Assistance
see all
Plan administrator
Name
BALLEW WEALTH MANAGEMENT
EIN
47-5005961
City
JACKSON, MS
Phone
(601) 968-8722
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
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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Knocking points off
63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
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