Plan Snapshot
- Plan Sponsor: Orchard School Foundation INC.
- Sponsor EIN: 350909975
- Sponsor Address: 615 W 64TH ST, INDIANAPOLIS, IN, 46260
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 162
- Total Assets: $25.7M
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 | 162 | $25.7M | $381,124 | $461,684 |
| 2022 | 125 | $23.8M | $328,340 | $415,056 |