Spence-Chapin Family-Svc/Chil 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Spence-Chapin Family-Svc/Chil
  • Sponsor EIN: 131834590
  • Sponsor Address: 120 EAST 16TH STREET, LINE 2, NEW YORK, NY, 10003
  • Plan Type: 401(k)
  • Total Participants: 57
  • Total Assets: $4.5M

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.
202457$4.5M$190,270$0
202338$4.3M$167,829$0
202234$3.7M$160,953$0

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