Original filing (PDF)20250710173039NAL0005757569001

WILLOW NORTH, LLC

Name: WILLOW NORTH, LLC — WILLOW NORTH RETIREMENT PLAN, Form 5500 (2024)
Creator: WILLOW NORTH, LLC

Form 5500-SF

FILING_RECEIVED

WILLOW NORTH RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$362K

Net assets (EOY)

$362K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WILLOW NORTH, LLC

EIN

92-1816616

Address

5800 SENECA STREET · ELMA, NY · 14059

Phone

(716) 674-5800

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

GRG SANDERS & CO. DBA HUB CITY P

HUB CITY PLUMBING & MECHANICAL 401(K) PLAN

$362K · 8 participants

SERENERGY CORP

SERENERGY 401(K) PLAN

$362K · 10 participants

MICHALL DAIMION HEATING & AIR

MICHALL DAIMION HEATING AIR 401 K PROFIT SHARING PLAN TRUST

$362K · 16 participants

WILSON HEATING AND COOLING LLC

WILSON HEATING AND COOLING LLC 401(K) PROFIT SHARING PLAN & TRUST

$362K · 9 participants

CARL PATRICCA PLUMBING HEATING INC.

CARL PATRICCA PLUMBING HEATING INC. 401(K) PLAN