# Trail Ridge Wealth Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/trail-ridge-wealth-management-inc-401k-plan

> Trail Ridge Wealth Management, INC.'s 401(k) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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