Plan Snapshot
- Plan Sponsor: Duke School
- Sponsor EIN: 581521494
- Sponsor Address: 3716 ERWIN RD, DURHAM, NC, 27705
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 135
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 135 | $9.3M | $402,008 | $326,718 |
| 2022 | 92 | $9.4M | $363,216 | $353,005 |