Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
K WILLOW CONSULTING, LLC
EIN 85-2729748constructionLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
6
4151 LAKE WORTH ROAD, UNIT 6199 - LAKE WORTH, FL 33466561-629-1630kwconsultingllc.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
K WILLOW CONSULTING 401(K) PROFIT SHARING PLAN
401k
Assets$567K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
K WILLOW CONSULTING DEFINED BENEFIT PLAN
TraditionalDB
Assets$478K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | K WILLOW CONSULTING 401(K) PROFIT SHARING PLAN | 401k | $567K | 3 | 2024 | |
| 002 | K WILLOW CONSULTING DEFINED BENEFIT PLAN | TraditionalDB | $478K | 3 | 2025 |
Retirement plans