Plan Snapshot
- Plan Sponsor: Lee Montessori Public Charter School
- Sponsor EIN: 454726453
- Sponsor Address: 3025 4TH STREET NE, WASHINGTON, DC, 200171101
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 96
- Total Assets: $1.4M
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 | 96 | $1.4M | $103,003 | $133,363 |
| 2022 | 101 | $1.4M | $163,170 | $154,252 |
| 2019 | 55 | $412,656 | $39,618 | $42,204 |