Plan Snapshot
- Plan Sponsor: Alliance Preparatory Schools, INC.
- Sponsor EIN: 464207477
- Sponsor Address: 9142 BROWNE ROAD, CHARLOTTE, NC, 28269
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 176
- Total Assets: $1.9M
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 | 176 | $1.9M | $138,023 | $315,332 |
| 2022 | 170 | $1.3M | $133,450 | $306,531 |
| 2019 | 140 | $238,653 | $43,565 | $102,058 |