Cmswillowbrook, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Cmswillowbrook, INC.
  • Sponsor EIN: 264396174
  • Sponsor Address: 3108 S. 9TH, CHICKASHA, OK, 73018
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 165
  • Total Assets: $11.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025165$11.5M$0$0
2024155$9.4M$266,843$532,712
2023152$8.7M$239,104$483,775
2022151$6.9M$213,255$430,298

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