H. D. Chasen Company, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: H. D. Chasen Company, INC.
  • Sponsor EIN: 042509087
  • Sponsor Address: 40 LAKE STREET, SOMERVILLE, MA, 02143
  • Plan Type: 401(k)
  • Total Participants: 16
  • Total Assets: $19.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202416$19.1M$50,015$121,485
202312$16.6M$50,025$52,762
202213$15.7M$50,000$118,275

Similar Plans