# Willow Health Care, INC. 401(k) Plan
Source: https://planprovider.pro/companies/willow-health-care-inc-401k-plan

> Willow Health Care, INC.'s 401(k) plan: 556 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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