Plan Snapshot
- Plan Sponsor: Mountain Island Charter School
- Sponsor EIN: 800467949
- Sponsor Address: 13440 LUCIA RIVERBEND HWY, MT HOLLY, NC, 28120
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 266
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 266 | $4.0M | $237,140 | $445,031 |
| 2022 | 230 | $3.2M | $220,084 | $489,458 |