Tea Forte, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Tea Forte, INC.
  • Sponsor EIN: 471360886
  • Sponsor Address: 5 MILL MAIN PLACE SUITE 05-211, MAYNARD, MA, 01754
  • Plan Type: 401(k)
  • Total Participants: 93
  • Total Assets: $11.9M

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.
202493$11.9M$604,462$951,030
2023111$9.0M$525,457$842,164
202292$6.3M$375,338$619,550

Similar Plans