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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 57 | $4.5M | $190,270 | $0 |
| 2023 | 38 | $4.3M | $167,829 | $0 |
| 2022 | 34 | $3.7M | $160,953 | $0 |