# Cmswillowbrook, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cmswillowbrook-inc-401k-plan

> Cmswillowbrook, INC.'s 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cmswillowbrook, INC.

- **Sponsor EIN:** 264396174

- **Sponsor Address:** 3108 S. 9TH, CHICKASHA, OK, 73018

- **Plan Type:** 401(k)

- **Total Participants:** 155

- **Total Assets:** $9.4M

## 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|155|$9.4M|$266,843|$532,712|

| 2023|152|$8.7M|$239,104|$483,775|

| 2022|151|$6.9M|$213,255|$430,298|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ROSE ROCK CPAS, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ROSE ROCK CPAS, PLLC](https://planprovider.pro/provider/rose-rock-cpas-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,375,366|—|$34,685|—|—|

| 2023|$278,213|—|$10,542|—|—|

| 2022|$718|—|$718|—|—|

## Similar Plans

- [Evans & Associates Enterprises, INC](https://planprovider.pro/companies/evans-associates-enterprises-inc-401k-plan) — 167 participants

- [The Ross Group Construction Corporation](https://planprovider.pro/companies/the-ross-group-construction-corporation-401k-plan) — 141 participants

- [Sgs, LLC](https://planprovider.pro/companies/sgs-llc-401k-plan) — 41 participants

- [Berryman Enterprises, INC.](https://planprovider.pro/companies/berryman-enterprises-inc-401k-plan) — 11 participants

- [Southeast Tulsa Construction, INC.](https://planprovider.pro/companies/southeast-tulsa-construction-inc-plan) — 2 participants

- [Mitch Harris Construction Co., INC.](https://planprovider.pro/companies/mitch-harris-construction-co-inc-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cmswillowbrook-inc-401k-plan)

© 2026 PlanProvider.Pro