Orchard House School 403(b) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Orchard House School
  • Sponsor EIN: 541902937
  • Sponsor Address: 500 N ALLEN AVE, RICHMOND, VA, 232202904
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 29
  • Total Assets: $3.8M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202529$3.8M$0$0
202411$3.3M$91,208$42,489
202315$2.9M$100,614$37,632
202214$2.5M$91,806$38,136

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