Plan Snapshot
- Plan Sponsor: Expanded Schools, INC.
- Sponsor EIN: 134004600
- Sponsor Address: 11 WEST 42ND STREET, 3RD FLOOR, NEW YORK, NY, 10036
- Plan Type: 403(b)
- Total Participants: 58
- Total Assets: $7.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 58 | $7.5M | $247,188 | $226,857 |
| 2023 | 49 | $6.0M | $194,416 | $240,325 |
| 2022 | 51 | $5.2M | $0 | $330,722 |