Brittany Hitchens signed Willowwood Global, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Willowwood Global, LLC's EIN is 83-4525073.
Download the official 2024 Form 5500 (PDF) for Willowwood Global, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Willowwood Global, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 95-2834236 | — | RETAINED BY EMPLOYER | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Target Date Retirement Fund Class R6 | Mutual Funds | — | $196K | $3.4M | 14.7% | |
| American Funds American Funds 2035 Target Date Retirement Fund Class R6 | Mutual Funds | — | $150K | $2.9M | 12.4% | |
| American Funds American Funds 2045 Target Date Retirement Fund Class R6 | Mutual Funds | — | $127K | $2.7M | 11.6% | |
| American Funds American Funds 2025 Target Date Retirement Fund Class R6 | Mutual Funds | — | $175K | $2.7M | 11.5% | |
| American Funds American Funds 2040 Target Date Retirement Fund Class R6 | Mutual Funds | — | $116K | $2.4M | 10.3% | |
| Vanguard Total Stock Market Index Admiral Fund | Common Collective Trusts | — | $15K | $2.1M | 9.0% | |
| American Funds American Funds 2050 Target Date Retirement Fund Class R6 | Mutual Funds | — | $71K | $1.5M | 6.4% | |
| American Funds American Funds 2055 Target Date Retirement Fund Class R6 | Mutual Funds | — | $35K | $924K | 4.0% | |
| METLIFE SV SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | $5K | $922K | 4.0% | |
| American Funds American Funds 2060 Target Date Retirement Fund Class R6 | Mutual Funds | — | $39K | $704K | 3.0% | |
| Vanguard Equity Income Admiral Fund | Mutual Funds | — | $5K | $458K | 2.0% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | $2K | $428K | 1.8% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | $4K | $305K | 1.3% | |
| Participants 4.25% to 9.50%, maturing October 2029 | Bonds / Notes | — | — | $285K | 1.2% | |
| Vanguard Total Bond Market Index Admiral Fund | Mutual Funds | — | $29K | $272K | 1.2% | |
| American Funds American Funds Euro Pacific Growth Fund Class R6 | Mutual Funds | — | $5K | $267K | 1.2% | |
| Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | $3K | $230K | 1.0% | |
| American Funds American Funds 2065 Target Date Retirement Fund Class R6 | Mutual Funds | — | $10K | $172K | 0.7% | |
| Vanguard Small Growth Admiral Fund | Mutual Funds | — | $2K | $162K | 0.7% | |
| JPMorgan Mid Cap Growth Fund Class R6 | Other securities | — | $2K | $112K | 0.5% | |
| Cohen & Steers Cohen & Steers Global Realty Fund Class S | Other securities | — | $2K | $100K | 0.4% | |
| Similar Party Investment Shares Value Mutual funds of registered investment companies American Century Investments American Century Mid-Cap Value Fund | Other securities | — | $4K | $67K | 0.3% | |
| BR EQUITY INDEX R GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $58K | 0.3% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities Class I | Mutual Funds | — | $5K | $55K | 0.2% | |
| Dimensional Fund Advisors DFA International Core Equity Prt Inst 11 167 Diamond Hill Funds Diamond Hill Large Cap Fund I 9 282 Fidelity Advisor Small Cap Growth Fund Class Z 768 | Mutual Funds | — | — | $26K | 0.1% | |
| CORE BOND FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | $2K | $24K | 0.1% | |
| JPMorgan Income Fund Class R6 | Other securities | — | $2K | $18K | <0.1% | |
| FLEXPATH INTERNATIONAL STOCK FUND GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
