Plan Snapshot
- Plan Sponsor: Willow Tree
- Sponsor EIN: 320532903
- Sponsor Address: 1935 PACIFIC AVENUE, SAN FRANCISICO, CA, 94109
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $604,729
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $604,729 | $0 | $0 |
| 2023 | 1 | $406,580 | $0 | $0 |
| 2022 | 1 | $1.0M | $0 | $0 |