Plan Snapshot
- Plan Sponsor: Fort Worth Country Day School
- Sponsor EIN: 751085363
- Sponsor Address: 4200 COUNTRY DAY LANE, FORT WORTH, TX, 76109
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 217
- Total Assets: $43.2M
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. |
|---|
| 2023 | 217 | $43.2M | $1.2M | $1.5M |
| 2022 | 225 | $41.5M | $1.1M | $1.4M |