Plan Snapshot
- Plan Sponsor: Ojai Valley School, INC.
- Sponsor EIN: 951661099
- Sponsor Address: 723 EL PASEO ROAD, OJAI, CA, 930232454
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 137
- Total Assets: $10.9M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 137 | $10.9M | $357,298 | $0 |
| 2022 | 127 | $9.2M | $348,505 | $0 |