New Roads School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: New Roads School
  • Sponsor EIN: 954823489
  • Sponsor Address: 3131 OLYMPIC BLVD., SANTA MONICA, CA, 90404
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 178
  • Total Assets: $10.4M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023178$10.4M$512,251$476,801
2022114$8.6M$523,806$467,869

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