Plan Snapshot
- Plan Sponsor: Chucks Heating & Air Conditioning
- Sponsor EIN: 030280898
- Sponsor Address: PO BOX 53, COLCHESTER, VT, 054460053
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 46 | $3.3M | $104,590 | $170,171 |
| 2023 | 56 | $2.6M | $97,398 | $161,322 |
| 2022 | 89 | $2.0M | $91,993 | $151,249 |