# Willow Creek Wealth Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/willow-creek-wealth-management-inc-plan

> Willow Creek Wealth Management, INC.'s 401(k) plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Willow Creek Wealth Management, INC.

- **Sponsor EIN:** 680431551

- **Sponsor Address:** 825 GRAVENSTEIN HWY NORTH, SUITE 5, SEBASTOPOL, CA, 95472

- **Plan Type:** 401(k)

- **Total Participants:** 21

- **Total Assets:** $8.8M

## 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.|

| 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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