# Willow Bridge E.C.W. LLC 401(k) Plan
Source: https://planprovider.pro/companies/willow-bridge-e-c-w-llc-401k-plan

> Willow Bridge E.C.W. LLC's 401(k) plan: 5,354 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/willow-bridge-e-c-w-llc-401k-plan)

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