Willow Creek

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

391

Total plan assets

$241.9M

Filings (rows)

Direct comp

$323K

Indirect comp

Aggregating 2 name variants under "WILLOW CREEK"

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WILLOW CREEK WEALTH MANAGEMENT2 WILLOW CREEK FINANCIAL SERVICES1

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sutter Medical Group of the Redwoods, Inc. Sutter Medical Group of the Redwoods, Inc. 401(k) Profit Sharing Plan · all filings	SANTA ROSA, CA	Advisor / Consultant	142	$91.3M	$138K	$0
Sutter Medical Group of the Redwoods, Inc. Sutter Medical Group of the Redwoods, Inc. 401(k) Profit Sharing Plan · all filings	SANTA ROSA, CA	Advisor / Consultant	130	$82.3M	$60K	$0
Sutter Medical Group of the Redwoods, Inc. Sutter Medical Group of the Redwoods, Inc. 401(k) Profit Sharing Plan · all filings	SANTA ROSA, CA	Advisor / Consultant	119	$68.3M	$125K	$0