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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLOW CREEK WEALTH MANAGEMENT Service code 27 825 GRAVENSTEIN HWY. N., SUITE 5 · SEBASTOPOL, CA 95472 | Advisory (Plan) | $143,657 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,149 |
27 funds of $250K or more; 24 lines in all, holding $102M of the plan's $102M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Wcf Conservative Wcf Conservative Portfolio Manager not matched · Mutual fund | $23.8M | 23.2% |
| WCF Moderate Portfolio Manager not matched · Mutual fund | $17.2M | 16.7% |
| Wcf Aggressive Wcf Aggressive Portfolio Manager not matched · Mutual fund | $14.3M | 14.0% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $11.4M | 11.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.0M | 9.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.7M | 3.6% |
| WC Aggressive Sustainability Portfolio 0 Manager not matched · Mutual fund | $3.4M | 3.3% |
| WC Moderate Sustainability Portfolio 0 Manager not matched · Mutual fund | $3.2M | 3.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 2.7% |
| Vanguard Short-Term Bond Index Adm 0 Vanguard · Mutual fund Index | $2.5M | 2.5% |
Added 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedWC Aggressive Sustainability Portfolio 0 | $3.4M |
| Share class changeDFA U.S. Sustainability Core 1 Portfl I to DFA U.S. Sustainability Core 1 Portfl I 0 | $1.3M to $429K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.