Plan Snapshot
- Plan Sponsor: Carrollwood Day School
- Sponsor EIN: 311581952
- Sponsor Address: 1515 WEST BEARSS AVE, TAMPA, FL, 33613
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 257
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2023 | 257 | $14.5M | $597,690 | $1.0M |
| 2022 | 213 | $11.3M | $488,097 | $913,807 |
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