Plan Ledger DOL Form 5500 · updated monthly

Willow Bridge E.C.W. LLC401(k)

WILLOW BRIDGE 401(K) PLAN · DALLAS, TX · plan year 2025

Reported admin expense ratio · 2025
0.21%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Willow Bridge E.C.W. LLC reported $352,673 in plan administrative expenses for 2025: 0.21% of average plan assets, higher than ~75% of peers. Employer contributions averaged $621 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.16% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 431st-largest of 5,688 plans among Texas employers on file, and the 67th of 2,096 in real estate & leasing. In 2025, employees put in $3.03 for every $1.00 the employer contributed; active participation has grown from 4,962 to 6,803 since 2023.

Plan summary
Net assets, end of year$177,264,092
Participants with balances3,054
Active participants6,803
Employer contributions$4,227,875
Employee contributions$12,824,656
Employer contribution per active participant$621
Average account balance$58,043
Benefits paid to participants$21,168,827
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$177.3M · 3,054 accts · $4.2M emplr
2024$152.4M · 2,731 accts · $3.8M emplr
2023$130.2M · 2,511 accts · $3.6M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$326,153
Investment management$16,120
Audit (IQPA)$10,400
Total administrative$352,673
The Willow Bridge E.C.W. LLC 401(k) match · 2025
Employer contribution per active participant$621
Median for plans this size$4,093
2025$621 per active participant
2024$707 per active participant
2023$717 per active participant

Willow Bridge E.C.W. LLC's 2025 employer contribution ran below the $4,093 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$326,153
WHITLEY PENN LLP · Accounting / audit · Investment advisory (plan)$26,520
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
CAPFINANCIAL PARTNERS, LLC · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2025$352,673 · 0.21%
2024$285,752 · 0.20%
2023$213,372 · 0.16%
Same employer
Similar plansReal Estate & Leasing · Texas
Aggreko, LLC TX$217.4M · 0.12%
Camden Development Inc. TX$195.4M · 0.02%
Associations, Inc. TX$129.6M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 751979005 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.