Willow River Wealth Management
Plan context: Willow River Wealth Management 401K Plan
EIN 99-0424883 • Woodbury, MN • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$421,548
2025 Contributions
$56,504
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $421,548 | $56,504 | $18,835iApproximate average salary by contribution assumption: employee only about $470,867 at 4% or $313,911 at 6%; with 50% employer match about $313,911 at 4% or $209,274 at 6%; with 100% employer match about $235,433 at 4% or $156,956 at 6%. |
| Willow River Wealth Management 401K Plan | - | 3 | $421,548 | $56,504 | $18,835iApproximate average salary by contribution assumption: employee only about $470,867 at 4% or $313,911 at 6%; with 50% employer match about $313,911 at 4% or $209,274 at 6%; with 100% employer match about $235,433 at 4% or $156,956 at 6%. |
| 2024 | 1 | 3 | $300,435 | $143,869 | $47,956iApproximate average salary by contribution assumption: employee only about $1,198,908 at 4% or $799,272 at 6%; with 50% employer match about $799,272 at 4% or $532,848 at 6%; with 100% employer match about $599,454 at 4% or $399,636 at 6%. |
| Willow River Wealth Management 401K Plan | - | 3 | $300,435 | $143,869 | $47,956iApproximate average salary by contribution assumption: employee only about $1,198,908 at 4% or $799,272 at 6%; with 50% employer match about $799,272 at 4% or $532,848 at 6%; with 100% employer match about $599,454 at 4% or $399,636 at 6%. |
| 2023 | 1 | 3 | $129,139 | $52,642 | $17,547iApproximate average salary by contribution assumption: employee only about $438,683 at 4% or $292,456 at 6%; with 50% employer match about $292,456 at 4% or $194,970 at 6%; with 100% employer match about $219,342 at 4% or $146,228 at 6%. |
| Willow River Wealth Management 401K Plan | - | 3 | $129,139 | $52,642 | $17,547iApproximate average salary by contribution assumption: employee only about $438,683 at 4% or $292,456 at 6%; with 50% employer match about $292,456 at 4% or $194,970 at 6%; with 100% employer match about $219,342 at 4% or $146,228 at 6%. |