Sponsor portfolio

WILLOW CREEK WEALTH MANAGEMENT, INC.

EIN 68-0431551investment managementLatest filing 2025

Plans

Retirement

$11.4M assets

Welfare

Participants

825 HWY. 116 N, SUITE 5 - SEBASTOPOL, CA 95472707-829-1146willowcreekwealth.comLinkedIn11-50 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$11.4M - 24 part

Plan deep-dives

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Retirement#001

WILLOW CREEK WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$11.4M

Participants24

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	WILLOW CREEK WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN	401k	$11.4M	24	2025

Retirement plans