Hannah Welchel signed Willow Bend Mortgage Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Willow Bend Mortgage Company, LLC's EIN is 75-2511480.
Download the official 2024 Form 5500 (PDF) for Willow Bend Mortgage Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Willow Bend Mortgage Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $139K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CFO4LIFE GROUP LLC | 20-4413352 | — | ADVISOR | $115K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Fund Advisors | Other securities | — | — | $7.2M | 13.2% | |
| BlackRock Fund Advisors | Other securities | — | — | $6.0M | 11.0% | |
| BlackRock Fund Advisors | Other securities | — | — | $5.8M | 10.6% | |
| BlackRock Fund Advisors | Other securities | — | — | $5.8M | 10.6% | |
| BlackRock Fund Advisors | Other securities | — | — | $4.9M | 8.9% | |
| BlackRock Fund Advisors | Other securities | — | — | $4.3M | 7.8% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $3.6M | 6.6% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $3.0M | 5.5% | |
| BlackRock Fund Advisors | Other securities | — | — | $2.1M | 3.8% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $1.7M | 3.2% | |
| Janus Henderson Investors | Mutual Funds | — | — | $1.5M | 2.7% | |
| BlackRock Fund Advisors | Other securities | — | — | $1.4M | 2.6% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $1.2M | 2.3% | |
| Participant loans | Participant loans | — | — | $1.2M | 2.1% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $1.0M | 1.9% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $833K | 1.5% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $619K | 1.1% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $597K | 1.1% | |
| Fidelity | Mutual Funds | — | — | $562K | 1.0% | |
| American Funds Service Company | Mutual Funds | — | — | $385K | 0.7% | |
| American Funds Service Company | Mutual Funds | — | — | $365K | 0.7% | |
| Fidelity | Mutual Funds | — | — | $320K | 0.6% | |
| Fidelity | Mutual Funds | — | — | $60K | 0.1% | |
| Fidelity | Mutual Funds | — | — | $55K | 0.1% | |
| Fidelity | Mutual Funds | — | — | $48K | <0.1% | |
| Deutsche Inv Mgmt. Americas Inc. | Common Stocks | — | — | $29K | <0.1% | |
| BlackRock Fund Advisors | Other securities | — | — | $19K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $30K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | — | ACCOUNTANT/AUDITOR | $17K | — |
