Retirement plan

WILLOWBRIDGE ASSOCIATES, INC. 401(K) PLAN

Name: WILLOWBRIDGE ASSOCIATES, INC. - WILLOWBRIDGE ASSOCIATES, INC. 401(K) PLAN (2024) Form 5500
Creator: WILLOWBRIDGE ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLOWBRIDGE ASSOCIATES, INC. 401(K) PLAN, WILLOWBRIDGE ASSOCIATES, INC.

WILLOWBRIDGE ASSOCIATES, INC.EIN 22-2886223Plan #001PY 2024

101 MORGAN LANE, SUITE 180 - PLAINSBORO, NJ 08536609-936-1100willowbridge.comLinkedIn11-50 employeesfinancial services

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$59.3M

+8.5% from 2023

Total participants

0.0% from 2023

Average account balance

$1,520,886

+8.5% from 2023

Annual return

7.27%

-1.74 pp from 2023

Benchmarks

See 7,161 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,161 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$59.31M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$1.5M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

93.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$967K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.27%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$8294

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2H2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$323K

$9803 / participant

Other / not subdivided$323K100.0%

% of EOY assets

0.545%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,520,886

$138,385+999.0%

$184,200+725.7%

$80,874+1780.6%

Participation rate

93.9%

83.9%+10.1pp

86.8%+7.1pp

67.6%+26.3pp

Annual return

7.27%

20.02%-12.7pp

28.80%-21.5pp

35.62%-28.3pp

Employer contribution / active EE

$5,896

$4,849+21.6%

$6,424-8.2%

$2,756+114.0%

Participant deferral / active EE

$23,400

$7,073+230.9%

$9,132+156.2%

$4,297+444.6%

Admin fee / account holder

$8,294

$10,483-20.9%

$13,907-40.4%

$6,935+19.6%

WILLOWBRIDGE ASSOCIATES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLOWBRIDGE ASSOCIATES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion