Monique Johnson signed Willow Bridge E.C.W. LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Willow Bridge E.C.W. LLC's EIN is 75-1979005.
Download the official 2024 Form 5500 (PDF) for Willow Bridge E.C.W. LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Willow Bridge E.C.W. LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $261K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITLEY PENN LLP | 75-2393478 | — | ACCOUNTANT | $25K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| J.P. Morgan Asset Management JPMorgan Large Cap Growth Fund | Other securities | — | — | $19.8M | 13.0% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $16.3M | 10.7% | |
| The Vanguard Group, Inc. Target Retirement 2045 Fund | Mutual Funds | — | — | $13.8M | 9.0% | |
| The Vanguard Group, Inc. Target Retirement 2035 Fund | Mutual Funds | — | — | $11.2M | 7.4% | |
| The Vanguard Group, Inc. Target Retirement 2050 Fund | Mutual Funds | — | — | $11.0M | 7.2% | |
| American Funds Investment Company of America R6 Fund | Mutual Funds | — | — | $10.2M | 6.7% | |
| The Vanguard Group, Inc. Target Retirement 2040 Fund | Mutual Funds | — | — | $9.1M | 6.0% | |
| The Vanguard Group, Inc. Target Retirement 2055 Fund | Mutual Funds | — | — | $8.7M | 5.7% | |
| The Vanguard Group, Inc. Target Retirement 2030 Fund | Mutual Funds | — | — | $7.6M | 5.0% | |
| The Vanguard Group, Inc. Target Retirement 2025 Fund | Mutual Funds | — | — | $6.5M | 4.3% | |
| GALLIARD STABLE RETURN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $6.2M | 4.0% | |
| MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $6.1M | 4.0% | |
| Great Gray Trust Company, LLC Great Gray Trust EuroPacific Growth | Common Stocks | — | — | $4.8M | 3.1% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $4.8M | 3.1% | |
| The Vanguard Group, Inc. Target Retirement 2060 Fund | Mutual Funds | — | — | $3.1M | 2.0% | |
| FIAM CR PL COMM PL CLASS I CIT FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $3.1M | 2.0% | |
| Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $2.6M | 1.7% | |
| The Vanguard Group, Inc. Target Retirement 2020 Fund | Mutual Funds | — | — | $2.5M | 1.6% | |
| MFS MID CAP VALUE FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.1M | 1.4% | |
| The Vanguard Group, Inc. Vanguard Explorer Fund | Mutual Funds | — | — | $1.8M | 1.2% | |
| Allspring Funds Management, LLC Allspring Special Small Cap Value Fund | Other securities | — | — | $1.4M | 0.9% | |
| The Vanguard Group, Inc. Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.3M | 0.8% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $937K | 0.6% | |
| The Vanguard Group, Inc. Target Retirement 2065 Fund | Mutual Funds | — | — | $912K | 0.6% | |
| The Vanguard Group, Inc. Federal Money Market Fund | Mutual Funds | — | — | $534K | 0.4% | |
| Fidelity Investments Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $483K | 0.3% | |
| Fidelity Investments Fidelity Total International Index Fund | Common Collective Trusts | — | — | $290K | 0.2% | |
| repayments of $275,563 for pay date November 17, 2023, were not remitted to the Plan in a timely | Other securities | — | — | $276K | 0.2% | |
| came to our attention during the course of the audit. We also consider this to be a reportable finding. We noted that certain participant contributions and loan repayments of $173,055 and $194,344 for | Other securities | — | $173K | $194K | 0.1% | |
| The Vanguard Group, Inc. Target Retirement 2070 Fund | Mutual Funds | — | — | $186K | 0.1% | |
| As communicated in our engagement letter dated April 21, 2025, our responsibility, as described by professional standards, is to conduct our audit in accordance with ERISA Section 103(a)(3)(C) pursuant to 29 CFR 2520.103-8 of the Department of Labor’s (“DOL”) Rules and Regulations for | Other securities | — | — | $3K | <0.1% | |
| manner based on the established pattern for remittances and were corrected with lost earnings during 2024. DOL Regulation 2510.3-102 requires that participant contributions are to be remitted to the Plan | Other securities | — | — | $3K | <0.1% | |
| COLUMBIA TRUST STBL INC ADM 0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
