Chaston Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Chaston Associates, INC.
  • Sponsor EIN: 042824377
  • Sponsor Address: 555 TURNPIKE ST. SUITE 45, NORTH ANDOVER, MA, 01845
  • Plan Type: 401(k)
  • Total Participants: 23
  • Total Assets: $9.6M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202423$9.6M$275,000$295,190
202321$7.8M$275,000$280,017
202221$6.2M$275,000$242,965

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