Roebuck Investment Corporation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Roebuck Investment Corporation
  • Sponsor EIN: 451583638
  • Sponsor Address: 1204 ENFIELD ST, ENFIELD, CT, 060824328
  • Plan Type: 401(k)
  • Total Participants: 15
  • Total Assets: $426,971

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
202415$426,971$0$31,922
202315$356,082$0$34,660
202217$276,873$0$42,318

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