Plan Snapshot
- Plan Sponsor: Concord Academy
- Sponsor EIN: 041200600
- Sponsor Address: 166 MAIN STREET, CONCORD, MA, 017422445
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 308
- Total Assets: $67.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 308 | $67.0M | $911,139 | $1.5M |
| 2022 | 254 | $59.8M | $884,034 | $1.5M |