Plan Snapshot
- Plan Sponsor: American Heritage Schools
- Sponsor EIN: 866153035
- Sponsor Address: 736 N 1100 E, AMERICAN FORK, UT, 84003
- Plan Type: 403(b)
- Total Participants: 119
- Total Assets: $4.6M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 119 | $4.6M | $259,184 | $364,678 |
| 2023 | 109 | $3.8M | $217,345 | $298,446 |
| 2022 | 97 | $2.7M | $181,917 | $258,594 |