# Willowwood Global, LLC DC Plan
Source: https://planprovider.pro/companies/willowwood-global-llc-plan

> Willowwood Global, LLC's DC plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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