Original filing (PDF)20251013173212NAL0002518272001

WILLOW HEALTH CARE, INC.

Name: WILLOW HEALTH CARE, INC. — WILLOW HEALTH CARE, INC 401(K) PLAN, Form 5500 (2024)
Creator: WILLOW HEALTH CARE, INC.

Form 5500

FILING_RECEIVED

WILLOW HEALTH CARE, INC 401(K) PLAN

401(k) retirement plan

Signals · 2

~126 bps in Sched C feesNo recordkeeper disclosed

Active participants

556

Accounts w/ balance

262

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

How this plan invests

This plan

15 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLOW HEALTH CARE, INC..

Plan sponsor

Name

WILLOW HEALTH CARE, INC.

EIN

43-1124995

Address

2646 S HWY 76 · WILLOW SPRINGS, MO · 65793

Phone

(417) 469-3152

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$36K	—
CETERA INVESTMENT ADVISERS LLC	36-3258176	—	NONE	$9K	—

Investments

15 direct securities· $3.8M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Balanced Index	—	—	—	$666K	18.7%
Vanguard Total Bond Market Index	—	—	—	$488K	13.7%
Vanguard 500 Index	—	—	—	$473K	13.3%
NYLI Winslow NYLI Winslow Lg Cap Growth I	—	—	—	$436K	12.2%

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