Alford Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Alford Associates, INC.
  • Sponsor EIN: 061029685
  • Sponsor Address: P.O. BOX 484, WINDSOR, CT, 06095
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $4.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$4.4M$0$57,373
20234$4.0M$0$48,274
20224$3.5M$0$65,147

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