Plan Snapshot
- Plan Sponsor: Charles Armstrong School
- Sponsor EIN: 941666217
- Sponsor Address: 1405 SOLANA DRIVE, BELMONT, CA, 94002
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 134
- Total Assets: $22.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 134 | $22.7M | $473,288 | $611,509 |
| 2022 | 135 | $19.6M | $431,713 | $609,023 |