Willow Valley Communities 401(k) Plan: Login, Facts & Contact Information

Willow Valley Communities 401(k) Plan Facts

Plan name
WILLOW VALLEY COMMUNITIES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WILLOW VALLEY COMMUNITIES
Participants
1,108 (1,041 active employees)
Former employees with a balance
96
Plan assets
$32,712,666 at Dec 31, 2024
Average account balance
$58,104 across 563 accounts
Employer contributions
$694,943 in plan year 2024 (25% of all contributions)
Recordkeeper
Fulton Bank, N.a.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1999
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 12, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.74 million went into the plan in contributions, $694,943 of it from the employer (25%).
  • $2.61 million was paid out to participants.
  • Investment and other income added $3.83 million.
  • Administrative expenses were $129,483, about $230 per account.

How the Willow Valley Communities 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,008$27.3 million$530,742$2.38 million
20201,038$30.8 million$568,428$2.64 million
20211,055$32.3 million$583,616$5.28 million
2022992$26.2 million$566,725$2.51 million
20231,009$28.9 million$629,345$4.30 million
20241,108$32.7 million$694,943$2.61 million

Willow Valley Communities 401(k) Contact Information

Phone
717-464-2741
Mailing address
100 WILLOW VALLEY LAKES DRIVE, WILLOW STREET PA 17584
Plan sponsor
WILLOW VALLEY COMMUNITIES
Employer identification number (EIN)
23-2226098
Plan number
001

Questions about the Willow Valley Communities 401(k)

Does Willow Valley Communities contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $694,943, 25% of all contributions.

Does the Willow Valley Communities 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Willow Valley Communities 401(k) plan?

1,108 participants at the start of plan year 2024, 1,041 of them active employees, and 96 former employees who still had money in the plan.

What is the average 401(k) balance at Willow Valley Communities?

About $58,104 per account: $32.7 million in plan assets across 563 accounts with a balance at the end of plan year 2024.

Who manages the Willow Valley Communities 401(k) accounts?

FULTON BANK, N.A. is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Willow Valley Communities. How do I access my 401(k)?

Your account stays with FULTON BANK, N.A. after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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