Vermont State Employees Association, INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Vermont State Employees Association, INC
  • Sponsor EIN: 030187599
  • Sponsor Address: 155 STATE ST,, MONTPELIER, VT, 05602
  • Plan Type: 401(k)
  • Total Participants: 19
  • Total Assets: $4.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202419$4.7M$227,600$73,772
202318$4.1M$250,214$75,128
202221$3.2M$239,796$59,743

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