# Willow Bend Mortgage Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/willow-bend-mortgage-company-llc-401k-plan

> Willow Bend Mortgage Company, LLC's 401(k) plan: 1,417 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Willow Bend Mortgage Company, LLC

- **Sponsor EIN:** 752511480

- **Sponsor Address:** 2400 DALLAS PARKWAY, PLANO, TX, 75093

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

- **Total Participants:** 1,417

- **Total Assets:** $54.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1,417|$54.7M|$1.2M|$6.4M|

| 2023|1,307|$44.7M|$1.6M|$5.9M|

| 2022|1,456|$36.5M|$1.2M|$6.7M|

## 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|

| COHNREZNICK, LLP|Auditor|$16,800|—|$16,800|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,800

- **Estimated Expense Ratio:** 0.031% of plan assets

### 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|$300,340|$144,993|—|$16,800|—|

| 2023|$316,772|$121,743|$300|$35,532|—|

| 2022|$274,386|$31,457|—|—|—|

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