# Exchange Club-Carl Perkins Center 403(b) Plan
Source: https://planprovider.pro/companies/exchange-club-carl-perkins-center-621123112-001

> Exchange Club-Carl Perkins Center's 403(b) plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Exchange Club-Carl Perkins Center

- **Sponsor EIN:** 621123112

- **Sponsor Address:** 213 CHEYENNE DRIVE, JACKSON, TN, 38305

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 66

- **Total Assets:** $3.8M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|66|$3.8M|$141,806|$125,378|

| 2023|67|$3.3M|$115,462|$122,471|

| 2022|71|$2.8M|$76,329|$120,354|

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