Deerfield Episcopal Retirement Community, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Deerfield Episcopal Retirement Community, INC.
  • Sponsor EIN: 560614176
  • Sponsor Address: 1617 HENDERSONVILLE ROAD, ASHEVILLE, NC, 28803
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 359
  • Total Assets: $8.5M

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.
2023359$8.5M$194,974$597,936
2022354$6.7M$176,719$562,539

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