Plan Snapshot
- Plan Sponsor: Trail Ridge Wealth Management, INC.
- Sponsor EIN: 813540734
- Sponsor Address: 2020 CARIBOU DRIVE SUITE 102, FORT COLLINS, CO, 80525
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $2.4M | $49,037 | $177,074 |
| 2023 | 11 | $2.0M | $48,297 | $118,697 |
| 2022 | 9 | $1.6M | $38,803 | $97,363 |