Willowtree, Llc 401(k) Plan (terminated 2024): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2024, when $70.3 million was transferred out of the plan. Assets moved to the TELUS INTERNATIONAL (U.S.) CORP. 401(K) PLAN (sponsored by TELUS INTERNATIONAL (U.S.) CORP.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
See the TELUS INTERNATIONAL (U.S.) CORP. 401(K) PLAN →Willowtree, Llc 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
Willowtree, Llc 401(k) Plan Facts (plan year 2024)
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $11.5 million went into the plan in contributions, $2.98 million of it from the employer (26%).
- $17.0 million was paid out to participants.
- Investment and other income added $11.3 million.
How the Willowtree, Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 310 | $12.8 million | $804,398 | $629,039 |
| 2020 | 418 | $27.6 million | $1.82 million | $990,497 |
| 2021 | 615 | $39.9 million | $2.25 million | $1.75 million |
| 2022 | 760 | $42.0 million | $3.26 million | $1.81 million |
| 2023 | 970 | $61.8 million | $3.48 million | $5.31 million |
| 2024 (final) | 931 | $0 | $2.98 million | $17.0 million |
Willowtree, Llc 401(k) Contact Information
Questions about the Willowtree, Llc 401(k)
Is the Willowtree, Llc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2024. Its assets were transferred to the TELUS INTERNATIONAL (U.S.) CORP. 401(K) PLAN.
Does Willowtree, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.98 million, 26% of all contributions.
Does the Willowtree, Llc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Willowtree, Llc 401(k) plan?
931 participants at the start of plan year 2024.
Who manages the Willowtree, Llc 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.