Plan Snapshot
- Plan Sponsor: Pennsylvania Institute Of Cpas
- Sponsor EIN: 230959052
- Sponsor Address: TWO COMMERCE SQUARE, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 57
- Total Assets: $16.2M
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 | 57 | $16.2M | $363,050 | $421,151 |
| 2023 | 59 | $14.3M | $361,284 | $476,299 |
| 2022 | 59 | $12.6M | $355,587 | $474,105 |