WILLOW CREEK WEALTH MANAGEMENT

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

272

Total plan assets

$173.6M

Filings (rows)

Direct comp

$198K

Indirect comp

Showing only "WILLOW CREEK WEALTH MANAGEMENT"

View all 2 variants aggregated →

WILLOW CREEK WEALTH MANAGEMENT2 WILLOW CREEK FINANCIAL SERVICES1

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

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	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	SANTA ROSA, CA