Plan Ledger DOL Form 5500 · updated monthly

Willows Way, Inc.401(k)

WILLOWS WAY, INC. 401(K) AND RETIREMENT PLAN · ST CHARLES, MO · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

Willows Way, Inc. reported $1,000 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $510 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,255th of 1,393), and 10,028th of 11,911 in health care & social assistance. In 2022, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,032,631
Participants with balances63
Active participants196
Employer contributions$100,028
Employee contributions$217,230
Employer contribution per active participant$510
Average account balance$32,264
Benefits paid to participants$104,801
Plan auditDisclaimer of opinion
AuditorKIEFER BONFANTI & CO LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,000
Total administrative$1,000
The Willows Way, Inc. 401(k) match · 2022
Employer contribution per active participant$510
Median for plans this size$1,114

Willows Way, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,000 · 0.06%
Similar plansHealth Care & Social Assistance · Missouri
Sunnyhill, Inc. MO$2.0M · 0.97%
Nova Center of the Ozarks MO$2.0M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431546798 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.