Erie Day School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Erie Day School
  • Sponsor EIN: 250990582
  • Sponsor Address: 1372 WEST 6TH STREET, ERIE, PA, 16505
  • Plan Type: 403(b)
  • Total Participants: 29
  • Total Assets: $1.1M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202429$1.1M$28,760$66,352
202330$833,755$27,647$54,751
202231$700,769$27,970$32,512

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