Plan Snapshot
- Plan Sponsor: Charles & Alice, INC.
- Sponsor EIN: 274248771
- Sponsor Address: 2870 YELLOW GOOSE RD, LANCASTER, PA, 17601
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 61 | $1.7M | $149,258 | $245,669 |
| 2023 | 83 | $1.7M | $166,727 | $232,526 |
| 2022 | 77 | $1.0M | $129,569 | $187,592 |