Original filing (PDF)20251008075445NAL0002835731001

K WILLOW CONSULTING, LLC

Name: K WILLOW CONSULTING, LLC — K WILLOW CONSULTING DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: K WILLOW CONSULTING, LLC

Form 5500-SF

FILING_RECEIVED

K WILLOW CONSULTING DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$435K

Net assets (EOY)

$435K

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 K WILLOW CONSULTING, LLC.

Plan sponsor

Name

K WILLOW CONSULTING, LLC

EIN

85-2729748

Address

4151 LAKE WORTH ROAD · UNIT 6199 · LAKE WORTH, FL · 33466

Phone

(561) 629-1630

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

1A · Pay-related DB formula

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

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

JD SAENZ & ASSOCIATES LLC

$435K · 3 participants

BLACK MEN TEACH

BLACK MEN TEACH 401(K) PLAN

$435K · 11 participants

3SG PLUS LLC

3SG PLUS, LLC 401(K) PLAN

$434K · 32 participants

MARCO BEVERAGE SYSTEMS

MARCO BEVERAGE SYSTEMS RETIREMENT TRUST

$434K · 8 participants

IS&T CONSULTING GROUP LLC

IS & T CONSULTING GROUP LLC 401(K) PLAN

$435K · 33 participants