Achievement First, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Achievement First, INC.
  • Sponsor EIN: 651203744
  • Sponsor Address: 470 JAMES STREET, NEW HAVEN, CT, 06513
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 1,869
  • Total Assets: $88.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • 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.
20231,869$88.2M$3.6M$4.9M
20221,873$80.4M$1.7M$5.6M

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