# Harbor Country Day School 403(b) Plan
Source: https://planprovider.pro/companies/harbor-country-day-school-111864959-001

> Harbor Country Day School's 403(b) plan: 54 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Harbor Country Day School

- **Sponsor EIN:** 111864959

- **Sponsor Address:** 17 THREE SISTERS ROAD, SAINT JAMES, NY, 117801218

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

- **Plan Number:** 001

- **Total Participants:** 54

- **Total Assets:** $4.0M

## 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.|

| 2025|54|$4.0M|$0|$0|

| 2024|37|$3.8M|$22,688|$45,452|

| 2023|38|$3.5M|$23,614|$47,227|

| 2022|41|$3.1M|$24,146|$48,500|

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