Willow Bridge E.C.W. 401(k) match, vesting and fees
What Willow Bridge E.C.W.'s 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Whitley Penn LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 136 defined-contribution plans in real estate and rental and leasing with 1,000 to 4,999 participants.
| Willow Bridge E.C.W.: employer contribution per participant | $1,385 | |
| Peer median | $1,502 |
| Willow Bridge E.C.W.: average balance | $55,792 | |
| Peer median | $49,651 |
| Willow Bridge E.C.W.: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $130M at the end of plan year 2023 to $152M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,976 | $152M | $3.8M | $1,385 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 5,557 | $130M | $3.6M | $1,417 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does Willow Bridge E.C.W. match 401(k) contributions?
The match terms for the Willow Bridge 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.8M in employer contributions, about $1,385 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Willow Bridge E.C.W. 401(k) match vested?
The vesting schedule for the Willow Bridge 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Willow Bridge E.C.W. 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Willow Bridge E.C.W. LLC.
I left Willow Bridge E.C.W.. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Willow Bridge E.C.W. LLC, (214) 740-4440) or the recordkeeper, Principal Life Insurance Company. The Willow Bridge E.C.W. old 401(k) page lists the contacts from every plan filing. Find an old Willow Bridge E.C.W. 401(k)
Data from the public Form 5500 annual reports Willow Bridge E.C.W. filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Willow Bridge E.C.W.. Not financial advice. Report a correction · Methodology