Plan Snapshot
- Plan Sponsor: Jserra Catholic High School
- Sponsor EIN: 330901351
- Sponsor Address: 26351 JUNIPERO SERRA RD, SAN JUAN CAPISTRANO, CA, 92675
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 212
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 212 | $8.8M | $242,617 | $1.0M |
| 2022 | 206 | $7.5M | $201,434 | $920,876 |