# Balcomb &amp; Green, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/balcomb-green-p-c-401k-plan

> Balcomb &amp; Green, P.C.&#39;s 401(k) plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Zick Business Advisors, INC.](https://planprovider.pro/companies/zick-business-advisors-inc-plan-002) — 10 participants

- [Trimble Weist Dye & Ezra Cpas](https://planprovider.pro/companies/trimble-weist-dye-ezra-cpas-401k-plan) — 8 participants

- [Burdick & Associates, P.C.](https://planprovider.pro/companies/burdick-associates-p-c-401k-plan) — 8 participants

- [Zick Business Advisors, INC.](https://planprovider.pro/companies/zick-business-advisors-inc-plan-003) — 7 participants

- [Ian D. Gardenswartz & Associates](https://planprovider.pro/companies/ian-d-gardenswartz-associates-401k-plan) — 13 participants

- [Wms Group, P.C.](https://planprovider.pro/companies/wms-group-p-c-plan) — 6 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/balcomb-green-p-c-401k-plan)

&copy; 2026 PlanProvider.Pro
