Plan Snapshot
- Plan Sponsor: Willow Creek Wealth Management, INC.
- Sponsor EIN: 680431551
- Sponsor Address: 825 HWY. 116 N, SEBASTOPOL, CA, 95472
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 24
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 24 | $11.4M | $0 | $0 |
| 2024 | 21 | $8.8M | $446,439 | $305,005 |
| 2023 | 20 | $8.0M | $435,551 | $276,525 |
| 2022 | 19 | $6.3M | $0 | $280,489 |
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