Plan Snapshot
- Plan Sponsor: Council On Aging For Southeastern Vt
- Sponsor EIN: 222738766
- Sponsor Address: 38 PLEASANT ST, SPRINGFIELD, VT, 051562614
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $1.6M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 40 | $1.6M | $21,335 | $114,182 |
| 2023 | 38 | $1.4M | $19,863 | $102,669 |
| 2022 | 30 | $1.8M | $18,342 | $92,262 |