Plan Snapshot
- Plan Sponsor: Trout Creek Financial, INC.
- Sponsor EIN: 824350168
- Sponsor Address: 900 SAILORS REEF, FORT COLLINS, CO, 80525
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $243,943
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3 | $243,943 | $3,979 | $4,973 |
| 2023 | 3 | $230,382 | $3,459 | $4,323 |
| 2022 | 3 | $193,825 | $3,170 | $3,962 |