Plan Snapshot
- Plan Sponsor: Willow Health Care, INC.
- Sponsor EIN: 431124995
- Sponsor Address: 2646 S HWY 76, WILLOW SPRINGS, MO, 65793
- Plan Type: 401(k)
- Total Participants: 556
- Total Assets: $3.6M
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 | 556 | $3.6M | $0 | $279,946 |
| 2023 | 493 | $3.4M | $0 | $319,877 |
| 2022 | 452 | $3.8M | $22 | $337,190 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $36,197 | $1,942 | $38,139 |
| CETERA INVESTMENT ADVISERS LLC | NONE | $8,757 | — | $8,757 |
| KINNER & COMPANY LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,896
- Estimated Expense Ratio: 1.314% 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 | $44,958 | $8,757 | $36,201 | — | — |
| 2023 | $47,809 | $9,298 | $38,511 | — | — |
| 2022 | $54,184 | — | $54,184 | — | — |