AUMdb

Willow Bridge 401(k) Plan

Sponsored by Willow Bridge E.C.W. Llc · EIN 751979005 · Plan #001

Total assets
$152M
Net assets
$152M
Active participants
5,354
With balances
2,731

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $260,842
Whitley Penn Llp Accounting, Direct payment from the plan $24,910