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)
- 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 | $25,424 | $50,848 |
| 2024 | 37 | $3.8M | $22,688 | $45,452 |
| 2023 | 38 | $3.5M | $23,614 | $47,227 |
| 2022 | 41 | $3.1M | $24,146 | $48,500 |