# Palm Valley School 403(b) Plan
Source: https://planprovider.pro/companies/palm-valley-school-403b-plan

> Palm Valley School's 403(b) plan: 137 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Palm Valley School

- **Sponsor EIN:** 952133079

- **Sponsor Address:** 35525 DA VALL DRIVE, RANCHO MIRAGE, CA, 922700861

- **Plan Type:** 403(b)

- **Total Participants:** 137

- **Total Assets:** $4.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|$4.9M|$0|$0|

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