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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2025 | 169 | $8.4M | $0 | $0 |
| 2024 | 113 | $8.0M | $134,881 | $529,671 |
| 2023 | 111 | $6.4M | $153,443 | $627,939 |
| 2022 | 151 | $5.0M | $137,920 | $630,717 |