Plan Ledger DOL Form 5500 · updated monthly

Willow Creek Companies, LLC401(k)

WILLOW CREEK COMPANIES 401(K) PLAN · GRAND JUNCTION, CO · plan year 2024

Reported admin expense ratio · 2024
3.47%

Willow Creek Companies, LLC reported $62,278 in plan administrative expenses for 2024: 3.47% of average plan assets, higher than ~90% of peers. 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 3.02% to 3.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Colorado (1,246th of 1,461), and 4,739th of 5,337 in construction. active participation has grown from 407 to 454 since 2022.

Plan summary
Net assets, end of year$2,281,190
Participants with balances648
Active participants454
Employer contributions—
Employee contributions$1,066,386
Employer contribution per active participant—
Average account balance$3,520
Benefits paid to participants$213,808
Plan auditUnmodified (clean) audit opinion
AuditorSQUIRE HIGHER PERSPECTIVE
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$2.3M · 648 accts
2023$1.3M · 599 accts
2022$517K · 285 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,278
Total administrative$62,278
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ALLIANCE BENEFIT GROUP$61,405

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

Administrative cost history4
2025Not separately reported
2024$62,278 · 3.47%
2023$21,236 · 2.32%
2022$9,342 · 3.02%
Same employer
Similar plansConstruction · Colorado
Xssentials LLC CO$2.5M · 0.10%
Courtesy Electric Co CO$2.4M · 0.07%
National Fire & Safety CO$2.3M · 1.09%
Adk Electric Corporation CO$2.3M · 0.96%
Planet Granite, Inc. CO$2.3M · 1.35%
Encon United Company CO$2.1M · 1.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461362354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.