New Covenant Trust Company, NA DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: New Covenant Trust Company, NA
  • Sponsor EIN: 352022785
  • Sponsor Address: 200 EAST 12TH STREET, SUITE B, JEFFERSONVILLE, IN, 471303854
  • Plan Type: DC
  • Total Participants: 32
  • Total Assets: $4.7M

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.
202432$4.7M$40,915$101,256
202329$4.1M$27,750$84,637
202227$3.2M$30,535$74,110

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