Sansiveri, Kimball & Co., L.L.P. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sansiveri, Kimball & Co., L.L.P.
  • Sponsor EIN: 050255779
  • Sponsor Address: 50 HOLDEN STREET, PROVIDENCE, RI, 02908
  • Plan Type: 401(k)
  • Total Participants: 68
  • Total Assets: $22.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202468$22.8M$82,603$776,615
202357$19.0M$73,895$787,267
202254$15.3M$75,865$697,642

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