AUMdb

Sutter Medical Group Of The Redwoods, Inc. 401(k) Profit Sharing Plan

Sponsored by Sutter Medical Group Of The Redwoods, Inc. · EIN 680285735 · Plan #001

Total assets
$91.3M
Net assets
$91.3M
Active participants
142
With balances
194

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Willow Creek Wealth Management, Inc. CRD 109240 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Willow Creek Wealth Management Investment advisory (plan), Accounting $137,827
Newport Group, Inc. Contract administrator, Recordkeeping $10,633