Plan Snapshot
- Plan Sponsor: Charlotte Latin Schools, INC.
- Sponsor EIN: 560944449
- Sponsor Address: 9502 PROVIDENCE ROAD, CHARLOTTE, NC, 282778695
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $0
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 0 | $0 | $1.6M | $1.7M |
| 2023 | 399 | $59.6M | $2.0M | $2.1M |
| 2022 | 335 | $53.2M | $1.8M | $1.9M |