Plan Snapshot
- Plan Sponsor: Willow Bridge E.C.W. LLC
- Sponsor EIN: 751979005
- Sponsor Address: 2000 MCKINNEY AVENUE, STE 1000, DALLAS, TX, 752012027
- Plan Type: 401(k)
- Total Participants: 5,354
- Total Assets: $152.4M
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 | 5,354 | $152.4M | $3.8M | $11.1M |
| 2023 | 4,962 | $130.2M | $3.6M | $9.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $260,842 | — | $260,842 |
| WHITLEY PENN LLP | ACCOUNTANT | $24,910 | — | $24,910 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $285,752
- Estimated Expense Ratio: 0.188% 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 | $285,752 | — | $260,842 | $24,910 | — |
| 2023 | $213,372 | — | $213,372 | — | — |