# Sigma Phi Epsilon Fraternity, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sigma-phi-epsilon-fraternity-inc-401k-plan

> Sigma Phi Epsilon Fraternity, INC.'s 401(k) plan: 62 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Sigma Phi Epsilon Fraternity, INC.

- **Sponsor EIN:** 540379370

- **Sponsor Address:** 310 SOUTH ARTHUR ASHE BOULEVARD, RICHMOND, VA, 23220

- **Plan Type:** 401(k)

- **Total Participants:** 62

- **Total Assets:** $4.8M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|62|$4.8M|$143,275|$253,961|

| 2024|62|$4.8M|$143,275|$253,961|

| 2023|44|$4.0M|$133,506|$218,385|

| 2022|40|$3.6M|$107,892|$209,040|

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