Plan Snapshot
- Plan Sponsor: Collegiate School
- Sponsor EIN: 540528203
- Sponsor Address: 103 NORTH MOORELAND ROAD, RICHMOND, VA, 23229
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 403
- Total Assets: $105.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 403 | $105.3M | $2.1M | $2.2M |
| 2022 | 398 | $94.9M | $1.9M | $2.0M |