How big is Willow Creek Partners' plan?

Willow Creek Partners' plan reported $284K in assets and 17 participants for 2024.

Original filing (PDF)20250718155144NAL0002037361001

Willow Creek Partners

Name: Willow Creek Partners — Willow Creek Partners 401(k), Form 5500 (2024)
Creator: Willow Creek Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willow Creek Partners 401(k) Plan

401(k) retirement plan · Willow Creek Partners' Willow Creek Partners 401(k) Plan held $284K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$284K

Net assets (EOY)

$284K

People on this filing

Marcus Bowie signed Willow Creek Partners' 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Willow Creek Partners' EIN is 82-5525555.

EIN 82-5525555

Plan number 001

Plan year 2024

ACK ID 20250718155144NAL0002037361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Willow Creek Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Willow Creek Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off