Connelly School Of The Holy Child 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Connelly School Of The Holy Child
  • Sponsor EIN: 520743609
  • Sponsor Address: 9029 BRADLEY BOULEVARD, POTOMAC, MD, 208544699
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 100
  • Total Assets: $12.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023100$12.3M$356,408$427,227
202297$10.4M$315,305$396,982

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