St. Charles Trading, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: St. Charles Trading, INC.
  • Sponsor EIN: 363319348
  • Sponsor Address: 1400 MADELINE LANE, ELGIN, IL, 601247829
  • Plan Type: 401(k)
  • Total Participants: 116
  • Total Assets: $8.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024116$8.2M$146,641$721,530
202384$7.9M$145,763$710,462
202281$6.1M$118,511$673,353

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