Welch Comer & Associates, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Welch Comer & Associates, INC.
  • Sponsor EIN: 820412565
  • Sponsor Address: 330 EAST LAKESIDE AVENUE, SUITE 101, COEUR D ALENE, ID, 83814
  • Plan Type: DC
  • Plan Number: 002
  • Total Participants: 33
  • Total Assets: $10.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202533$10.5M$0$0
202429$9.9M$114,690$0
202327$6.7M$114,690$0
202224$6.4M$114,680$0

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