Plan Snapshot
- Plan Sponsor: Trimble Weist Dye & Ezra Cpas
- Sponsor EIN: 841063568
- Sponsor Address: 5990 GREENWOOD PLAZA BV SUITE 203, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $7.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $7.1M | $65,694 | $186,839 |
| 2023 | 8 | $6.2M | $60,387 | $181,629 |
| 2022 | 8 | $5.1M | $60,883 | $144,199 |