Plan Snapshot
- Plan Sponsor: Company Retirement Plan
- Sponsor EIN: 461318881
- Sponsor Address: P.O. BOX 3, WYNCOTE, PA, 190950003
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 42
- Total Assets: $1.8M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2025 | 42 | $1.8M | $0 | $0 |
| 2024 | 27 | $1.4M | $147,761 | $27,503 |
| 2023 | 33 | $1.2M | $133,790 | $18,126 |
| 2022 | 36 | $942,962 | $135,891 | $17,020 |
Similar Plans
- Coretech Consulting Group, LLC — 2,347 participants
- Accolade, INC. — 1,810 participants
- Turnberry Solutions, INC. — 1,473 participants
- Health Advocate Solutions, INC. — 1,179 participants
- Automated Health Systems, INC. — 1,148 participants
- Duolingo, INC. — 1,110 participants