Original filing (PDF)20250401154451NAL0013711970001

Willow Creek Capital Management, Inc.

Name: Willow Creek Capital Management, Inc. — Willow Creek, Form 5500 (2024)
Creator: Willow Creek Capital Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willow Creek Capital Management, Inc. 401(k) Plan

401(k) retirement plan · Willow Creek Capital Management, Inc.'s Willow Creek Capital Management, Inc. 401(k) Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLOW CREEK CAPITAL MANAGEMENT, INC..

Plan sponsor

Name

WILLOW CREEK CAPITAL MANAGEMENT, INC.

EIN

27-1302700all filings

Address

432 W SPRUCE ST STE 102 · MISSOULA, MT · 59802

Phone

(406) 830-3286

Industry

Finance & Insurance

Plan administrator