Plan Snapshot
- Plan Sponsor: Case Western Reserve University
- Sponsor EIN: 341018992
- Sponsor Address: 10900 EUCLID AVENUE, CLEVELAND, OH, 44106
- Plan Type: 403(b)
- Plan Number: 007
- Total Participants: 1,919
- Total Assets: $250.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 1,919 | $250.3M | $5.3M | $6.8M |
| 2022 | 1,743 | $217.1M | $3.9M | $5.9M |