The Felton Institute 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Felton Institute (EIN 941156530)
  • Plan Type: 403(b)
  • Total Participants: 546
  • Total Assets: $9.0M
  • Sponsor State: CA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024546$9.0M$234,751$1.7M
2023559$7.1M$0$1.4M
2022495$5.5M$0$1.1M

Service Providers

  • HARRINGTON GROUP CPAS LLP — Accountant / Independent Qualified Public Accountant

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