Brentwood Academy 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Brentwood Academy
  • Sponsor EIN: 620811952
  • Sponsor Address: 219 GRANNY WHITE PIKE, BRENTWOOD, TN, 37027
  • Plan Type: 403(b)
  • Plan Number: 004
  • Total Participants: 194
  • Total Assets: $12.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023194$12.1M$309,576$708,771
2022132$11.1M$281,863$631,526

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