Plan Snapshot
- Plan Sponsor: Willow Innovations, INC
- Sponsor EIN: 472320219
- Sponsor Address: 1975 W. EL CAMINO REAL, MOUNTAIN VIEW, CA, 94040
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 63 | $8.6M | $0 | $813,339 |
| 2023 | 74 | $7.4M | $0 | $1.2M |
| 2022 | 92 | $5.1M | $0 | $1.7M |
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 |
|---|---|---|---|---|
| WINDES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES, INC. — 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 | $1,490 | — | $1,490 | — | — |
| 2023 | $1,950 | — | $1,950 | — | — |
| 2022 | $1,605 | — | $1,605 | — | — |