Charles Henderson Memorial Association 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Charles Henderson Memorial Association
  • Sponsor EIN: 636092641
  • Sponsor Address: P.O. BOX 928, TROY, AL, 360810928
  • Plan Type: 403(b)
  • Total Participants: 26
  • Total Assets: $10.2M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202426$10.2M$76,915$128,537
202330$9.8M$75,667$137,404
202229$9.9M$64,385$118,239

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