The Porter And Chester Institute, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Porter And Chester Institute, INC.
  • Sponsor EIN: 060852205
  • Sponsor Address: 2080 SILAS DEANE HWY, ROCKY HILL, CT, 06067
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 332
  • Total Assets: $14.5M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023332$14.5M$0$1.1M
2022372$13.2M$0$1.1M

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