Middlesex School DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Middlesex School
  • Sponsor EIN: 042103821
  • Sponsor Address: 1400 LOWELL ROAD, CONCORD, MA, 01742
  • Plan Type: DC
  • Plan Number: 005
  • Total Participants: 158
  • Total Assets: $17.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023158$17.9M$1.1M$0
2022150$15.9M$1.0M$0

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