Eagle Hill Foundation Of Massachusetts INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Eagle Hill Foundation Of Massachusetts INC.
  • Sponsor EIN: 042761985
  • Sponsor Address: 242 OLD PETERSHAM ROAD, HARDWICK, MA, 01037
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 172
  • Total Assets: $24.3M

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.
2023172$24.3M$637,724$638,716
2022168$20.5M$580,217$550,735

Similar Plans