Plan Snapshot
- Plan Sponsor: Theta Chi Fraternity, INC
- Sponsor EIN: 210577978
- Sponsor Address: 865 WEST CARMEL DRIVE, CARMEL, IN, 460325804
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 21 | $1.6M | $71,817 | $97,078 |
| 2023 | 19 | $1.3M | $63,008 | $71,615 |
| 2022 | 13 | $1.1M | $76,091 | $61,551 |