Fidelity Retirement Plan--Inspe Associates Ltd DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fidelity Retirement Plan--Inspe Associates Ltd
  • Sponsor EIN: 363772118
  • Sponsor Address: 123 WEST MADISON STREET, CHICAGO, IL, 606024511
  • Plan Type: DC
  • Total Participants: 10
  • Total Assets: $2.0M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$2.0M$0$0
202310$1.6M$350,557$0
202212$3.5M$295,882$0

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