Plan Snapshot
- Plan Sponsor: Chas G. Allen
- Sponsor EIN: 204393802
- Sponsor Address: 25 WILLIAMSVILLE ROAD, BARRE, MA, 01005
- Plan Type: 401(k)
- Total Participants: 54
- Total Assets: $5.4M
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. |
|---|
| 2024 | 54 | $5.4M | $15,105 | $90,615 |
| 2023 | 30 | $4.8M | $14,245 | $87,580 |
| 2022 | 34 | $3.8M | $14,018 | $87,652 |