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Original filing (PDF)20250903153514NAL0009164403001
WILLOW INNOVATIONS, INC
Form 5500
FILING_RECEIVED
WILLOW INNOVATIONS, INC 401(K) PLAN
401(k) retirement plan
Active participants
63
Accounts w/ balance
115
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLOW INNOVATIONS, INC.
Plan sponsor
Name
WILLOW INNOVATIONS, INC
EIN
47-2320219
Address
1975 W. EL CAMINO REAL · SUITE 306 · MOUNTAIN VIEW, CA · 94040
Phone
(401) 595-9404
Industry
Manufacturingsee 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
2025-09-03
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WINDES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1K | — |
Investments
37 direct securities· $8.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Mutual fund | — | — | — | $1.3M | 15.2% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $1.2M | 13.6% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $948K | 11.1% | |
| Vanguard Total Stock Market Index Adm Mutual fund | — | — | — | $939K | 11.0% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $758K | 8.8% | |
| Vanguard Growth Index Adm Mutual fund | — | — | — | $542K | 6.3% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $378K | 4.4% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $261K | 3.0% | |
| Vanguard Cash Reserves Federal MM Money market fund | — | — | — | $252K | 2.9% | |
| Vanguard Total Bond Market Index Adm Mutual fund | — | — | — | $220K | 2.6% | |
| Vanguard Value Index Adm Mutual fund | — | — | — | $180K | 2.1% | |
| Vanguard Mid-Cap Growth Index Adm Mutual fund | — | — | — | $176K | 2.1% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $163K | 1.9% | |
| Vanguard Balanced Index Adm Mutual fund | — | — | — | $161K | 1.9% | |
| Vanguard Total Intl Stock Index Adm Mutual fund | — | — | — | $151K | 1.8% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $127K | 1.5% | |
| Vanguard Mid-Cap Value Index Adm Mutual fund | — | — | — | $100K | 1.2% | |
| Vanguard Emerging Mkts Stock Index Adm Mutual fund | — | — | — | $92K | 1.1% | |
| Vanguard Small-Cap Value Index Adm Mutual fund | — | — | — | $75K | 0.9% | |
| Vanguard Real Estate Index Adm Mutual fund | — | — | — | $67K | 0.8% | |
| Vanguard Small-Cap Index Adm Mutual fund | — | — | — | $59K | 0.7% | |
| Vanguard Health Care Index Adm Mutual fund | — | — | — | $53K | 0.6% | |
| Vanguard Small-Cap Growth Index Adm Mutual fund | — | — | — | $52K | 0.6% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $44K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $44K | 0.5% | |
| Vanguard Energy Index Adm Mutual fund | — | — | — | $36K | 0.4% | |
| Vanguard Total Intl Bond Index Adm Mutual fund | — | — | — | $36K | 0.4% | |
| Vanguard Wellesley Income Adm Mutual fund | — | — | — | $31K | 0.4% | |
| Vanguard Mid-Cap Index Adm Mutual fund | — | — | — | $31K | 0.4% | |
| Vanguard Communications Services Adm Mutual fund | — | — | — | $29K | 0.3% | |
| Vanguard Consumer Staples Index Adm Mutual fund | — | — | — | $28K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $22K | 0.3% | |
| Vanguard Industrials Index Adm Mutual fund | — | — | — | $17K | 0.2% | |
| Vanguard Short-Term Bond Index Adm Mutual fund | — | — | — | $13K | 0.2% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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