Plan Snapshot
- Plan Sponsor: Berwick Academy
- Sponsor EIN: 010223755
- Sponsor Address: 31 ACADEMY STREET, SOUTH BERWICK, ME, 03908
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 216
- Total Assets: $33.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 216 | $33.7M | $592,295 | $674,871 |
| 2022 | 210 | $29.5M | $604,317 | $706,573 |