Plan Snapshot
- Plan Sponsor: Willow Creek Companies, LLC
- Sponsor EIN: 461362354
- Sponsor Address: 743 HORIZON COURT SUITE 250, GRAND JUNCTION, CO, 81506
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 454 | $2.3M | $0 | $1.1M |
| 2023 | 509 | $1.3M | $0 | $700,308 |
| 2022 | 407 | $517,017 | $0 | $439,490 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SQUIRE HIGHER PERSPECTIVE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SQUIRE HIGHER PERSPECTIVE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $3,156 | — | — | — | — |
| 2024 | $62,278 | — | $62,278 | — | — |
| 2023 | $21,236 | — | — | — | — |
| 2022 | $9,342 | — | — | — | — |