# Trimble Weist Dye & Ezra Cpas 401(k) Plan
Source: https://planprovider.pro/companies/trimble-weist-dye-ezra-cpas-401k-plan

> Trimble Weist Dye & Ezra Cpas's 401(k) plan: 8 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [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

- [Wiechmann Boyce & Associates, LLP](https://planprovider.pro/companies/wiechmann-boyce-associates-llp-plan) — 6 participants

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

- [Balcomb & Green, P.C.](https://planprovider.pro/companies/balcomb-green-p-c-401k-plan) — 10 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/trimble-weist-dye-ezra-cpas-401k-plan)

© 2026 PlanProvider.Pro