Theta Chi Fraternity, INC 401(k) Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202421$1.6M$71,817$97,078
202319$1.3M$63,008$71,615
202213$1.1M$76,091$61,551

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