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 plansUnlock full export (Pro)

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