Menlo School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Menlo School (EIN 943204137)
  • Plan Type: 403(b)
  • Total Participants: 248
  • Total Assets: $111.2M
  • Sponsor State: CA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024248$111.2M$3.4M$2.6M
2023249$98.3M$3.1M$2.3M
2022242$86.3M$3.0M$2.2M

Service Providers

  • CBIZ — Accountant / Independent Qualified Public Accountant

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