Plan Snapshot
- Plan Sponsor: Bancroft School
- Sponsor EIN: 042103861
- Sponsor Address: 110 SHORE DRIVE, WORCESTER, MA, 016053198
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 111
- Total Assets: $30.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 111 | $30.9M | $408,778 | $633,735 |
| 2022 | 113 | $28.7M | $574,333 | $406,149 |