Chestnut Hill Benevolent Association 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Chestnut Hill Benevolent Association
  • Sponsor EIN: 042713813
  • Sponsor Address: 910 BOYLSTON ST, CHESTNUT HILL, MA, 02467
  • Plan Type: 401(k)
  • Total Participants: 83
  • Total Assets: $4.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202483$4.1M$133,304$333,416
202366$3.7M$123,246$334,719
202262$3.0M$117,335$317,072

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