How big is Willow Partners LLC's plan?

Willow Partners LLC's plan reported $9K in assets and 5 participants for 2024.

Original filing (PDF)20250721160357NAL0003620434001

Willow Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Willow Partners LLC

401(k) retirement plan · Willow Partners LLC held $9K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

People on this filing

Nick Rice signed Willow Partners LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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 Partners LLC's EIN is 77-0462802.

EIN 77-0462802

Plan number 001

Plan year 2024

ACK ID 20250721160357NAL0003620434001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willow Partners 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 WILLOW PARTNERS LLC.

Finding similar companies…

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

Knocking points off