Plan Snapshot
- Plan Sponsor: Episcopal Day School
- Sponsor EIN: 030518244
- Sponsor Address: 340 E MASSACHUSETTS AVE, SOUTHERN PINES, NC, 28387
- Plan Type: 403(b)
- Total Participants: 37
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 37 | $2.7M | $96,973 | $72,443 |
| 2023 | 40 | $2.3M | $96,344 | $82,087 |
| 2022 | 36 | $1.8M | $69,431 | $57,977 |