Plan Snapshot
- Plan Sponsor: Balcomb & Green, P.C.
- Sponsor EIN: 840832752
- Sponsor Address: PO DRAWER 790, GLENWOOD SPRINGS, CO, 81602
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 10 | $4.1M | $31,371 | $64,358 |
| 2023 | 12 | $3.7M | $37,488 | $107,901 |
| 2022 | 12 | $3.5M | $37,152 | $96,735 |