Plan Snapshot
- Plan Sponsor: Allen Chase Foundation Dba Eaglebrook School
- Sponsor EIN: 042108341
- Sponsor Address: 271 PINE NOOK RD, DEERFIELD, MA, 013429746
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 172
- Total Assets: $44.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 172 | $44.0M | $669,978 | $693,171 |
| 2022 | 158 | $39.0M | $606,434 | $646,625 |