Plan Snapshot
- Plan Sponsor: Roncalli Institute, INC.
- Sponsor EIN: 060972317
- Sponsor Address: P.O. BOX 427, PORTLAND, CT, 06480
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $1.9M
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. |
|---|
| 2025 | 17 | $1.9M | $0 | $59,243 |
| 2024 | 17 | $1.9M | $0 | $59,243 |
| 2023 | 51 | $1.8M | $0 | $54,030 |
| 2022 | 46 | $1.3M | $0 | $44,471 |