Cate School Corporation DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cate School Corporation
  • Sponsor EIN: 951644630
  • Sponsor Address: P.O. BOX 5005, CARPINTERIA, CA, 93013
  • Plan Type: DC
  • Plan Number: 002
  • Total Participants: 128
  • Total Assets: $19.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023128$19.0M$627,376$0
2022114$16.9M$581,899$0

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