Company Retirement Plan DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Company Retirement Plan
  • Sponsor EIN: 461318881
  • Sponsor Address: P.O. BOX 3, WYNCOTE, PA, 190950003
  • Plan Type: DC
  • Total Participants: 27
  • Total Assets: $1.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
202427$1.4M$147,761$27,503
202333$1.2M$133,790$18,126
202236$942,962$135,891$17,020

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