Plan Snapshot
- Plan Sponsor: Willowsford Management, LLC
- Sponsor EIN: 811546225
- Sponsor Address: 35 PINELAWN ROAD, MELVILLE, NY, 11747
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $868,699
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $868,699 | $0 | $0 |
| 2023 | 0 | $1.5M | $26,254 | $99,910 |
| 2022 | 6 | $1.5M | $32,447 | $110,389 |