Plan Snapshot
- Plan Sponsor: Willowwood Global, LLC
- Sponsor EIN: 834525073
- Sponsor Address: 15441 SCIOTO DARBY ROAD, MT. STERLING, OH, 43143
- Plan Type: DC
- Total Participants: 174
- Total Assets: $23.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 174 | $23.2M | $557,928 | $1.1M |
| 2023 | 173 | $19.5M | $434,945 | $982,624 |
| 2022 | 176 | $16.7M | $493,561 | $818,575 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $64,068 | $37,427 | $26,641 | — | — |
| 2023 | $56,246 | $34,333 | $21,913 | — | — |
| 2022 | $55,589 | $35,354 | $20,235 | — | — |