Plan Snapshot
- Plan Sponsor: Martha Jefferson House
- Sponsor EIN: 541401371
- Sponsor Address: 1600 GORDON AVENUE, CHARLOTTESVILLE, VA, 229031998
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 59
- Total Assets: $2.1M
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 | 59 | $2.1M | $106,788 | $49,665 |
| 2022 | 61 | $2.2M | $93,140 | $54,168 |
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