Plan Snapshot
- Plan Sponsor: Montgomery Bell Academy
- Sponsor EIN: 620513741
- Sponsor Address: 4001 HARDING ROAD, NASHVILLE, TN, 37205
- Plan Type: 403(b)
- Plan Number: 003
- Total Participants: 164
- Total Assets: $41.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 164 | $41.9M | $1.4M | $938,238 |
| 2022 | 155 | $37.6M | $1.2M | $905,872 |