Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
WELCH COMER & ASSOCIATES, INC.
EIN 82-0412565ConstructionLatest filing 2025
Plans
2
Retirement
2
$22.9M assets
Welfare
0
Participants
83
330 E. LAKESIDE AVE, SUITE 101 - COEUR D ALENE, ID 83814208-664-9382
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $22.9M assets / 83 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WELCH COMER AND ASSOCIATES, INC. PROFIT SHARING & 401K PLAN
401k
Assets$12.4M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WELCH COMER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$10.5M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WELCH COMER AND ASSOCIATES, INC. PROFIT SHARING & 401K PLAN | 401k | $12.4M | 50 | 2025 | |
| 002 | WELCH COMER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $10.5M | 33 | 2025 |
Retirement plans