Aquinas Consulting, LLC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Aquinas Consulting, LLC
  • Sponsor EIN: 061588924
  • Sponsor Address: 601 BOSTON POST ROAD, MILFORD, CT, 06460
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 169
  • Total Assets: $8.4M

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.
2025169$8.4M$0$0
2024113$8.0M$134,881$529,671
2023111$6.4M$153,443$627,939
2022151$5.0M$137,920$630,717

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