Chappell Engineering Associates, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Chappell Engineering Associates, LLC
  • Sponsor EIN: 421653924
  • Sponsor Address: 201 BOSTON POST RD. WEST, MARLBOROUGH, MA, 01752
  • Plan Type: 401(k)
  • Total Participants: 37
  • Total Assets: $6.4M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202437$6.4M$91,122$327,354
202334$5.3M$86,579$299,066
202228$4.2M$74,537$268,071

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