# Pennsylvania Institute Of Cpas 401(k) Plan
Source: https://planprovider.pro/companies/pennsylvania-institute-of-cpas-401k-plan

> Pennsylvania Institute Of Cpas's 401(k) plan: 57 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [The American Law Institute](https://planprovider.pro/companies/the-american-law-institute-403b-plan) — 55 participants

- [Community Day School](https://planprovider.pro/companies/community-day-school-403b-plan) — 53 participants

- [Triangle Tech, INC.](https://planprovider.pro/companies/triangle-tech-inc-plan-002) — 52 participants

- [Jatyson, LLC](https://planprovider.pro/companies/jatyson-llc-401k-plan) — 49 participants

- [The Curtis Institute Of Music](https://planprovider.pro/companies/the-curtis-institute-of-music-401k-plan) — 66 participants

- [United Cerebral Palsy Of Northeastern PA, INC.](https://planprovider.pro/companies/united-cerebral-palsy-of-northeastern-pa-inc-401k-plan) — 43 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pennsylvania-institute-of-cpas-401k-plan)

© 2026 PlanProvider.Pro