The Porter And Chester Institute, Inc. 401(k) Plan: Login, Facts & Contact Information

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

Plan name
THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE PORTER AND CHESTER INSTITUTE, INC.
Participants
510 (274 active employees)
Former employees with a balance
153
Plan assets
$16,225,108 at Jul 31, 2025
Average account balance
$43,267 across 375 accounts
Recordkeeper
Fidelity Investments Institutional
Plan year
Aug 1, 2024 – Jul 31, 2025
Plan established
Sep 1, 1974
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Aug 1, 2024 – Jul 31, 2025), filed May 8, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.16 million went into the plan in contributions.
  • $1.33 million was paid out to participants.
  • Investment and other income added $1.89 million.
  • Administrative expenses were $3,619, about $10 per account.

How the The Porter And Chester Institute, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019651$11.3 million$0$2.12 million
2020603$14.1 million$0$1.57 million
2021604$12.2 million$0$1.71 million
2022503$13.2 million$0$1.16 million
2023567$14.5 million$0$1.72 million
2024510$16.2 million$0$1.33 million

The Porter And Chester Institute, Inc. 401(k) Contact Information

Phone
860-768-1466
Mailing address
2080 SILAS DEANE HWY 3RD FLR SUITE 302, ROCKY HILL CT 06067
Plan sponsor
THE PORTER AND CHESTER INSTITUTE, INC.
Employer identification number (EIN)
06-0852205
Plan number
001

Questions about the The Porter And Chester Institute, Inc. 401(k)

Does The Porter And Chester Institute, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the The Porter And Chester Institute, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Porter And Chester Institute, Inc 401(k) plan?

510 participants at the start of plan year 2024, 274 of them active employees, and 153 former employees who still had money in the plan.

What is the average 401(k) balance at The Porter And Chester Institute, Inc?

About $43,267 per account: $16.2 million in plan assets across 375 accounts with a balance at the end of plan year 2024.

Who manages the The Porter And Chester Institute, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Porter And Chester Institute, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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